AIC

Archer Investment Corporation Portfolio holdings

AUM $443M
1-Year Est. Return 13.8%
This Quarter Est. Return
1 Year Est. Return
+13.8%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$310M
AUM Growth
+$25.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,115
New
Increased
Reduced
Closed

Top Buys

1
+$7.76M
2
+$4.78M
3
+$4.49M
4
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$3.97M
5
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$2.96M

Top Sells

1
+$6.78M
2
+$4.35M
3
+$3.84M
4
IBTD
iShares iBonds Dec 2023 Term Treasury ETF
IBTD
+$3.44M
5
SGOV icon
iShares 0-3 Month Treasury Bond ETF
SGOV
+$1.18M

Sector Composition

1 Technology 8.34%
2 Healthcare 7.32%
3 Financials 4.59%
4 Industrials 4.56%
5 Real Estate 3.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
901
$1.57K ﹤0.01%
19
902
$1.55K ﹤0.01%
160
903
$1.53K ﹤0.01%
59
904
$1.52K ﹤0.01%
37
905
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906
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907
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10
908
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67
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909
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50
910
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911
$1.41K ﹤0.01%
100
912
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40
913
$1.39K ﹤0.01%
40
-45
914
$1.39K ﹤0.01%
+10
915
$1.39K ﹤0.01%
+34
916
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5
917
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+43
918
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22
919
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+36
920
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7
921
$1.32K ﹤0.01%
117
+4
922
$1.31K ﹤0.01%
40
923
$1.26K ﹤0.01%
2
924
$1.22K ﹤0.01%
37
925
$1.19K ﹤0.01%
36
-217
35 36
37
38 39