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
$281M
AUM Growth
+$10.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,058
New
Increased
Reduced
Closed

Top Buys

1
+$2.94M
2
+$1.19M
3
+$983K
4
IBTD
iShares iBonds Dec 2023 Term Treasury ETF
IBTD
+$714K
5
QQQ icon
Invesco QQQ Trust
QQQ
+$537K

Top Sells

1
+$2.02M
2
+$1.57M
3
+$813K
4
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$761K
5
HON icon
Honeywell
HON
+$558K

Sector Composition

1 Technology 8.9%
2 Healthcare 7.54%
3 Industrials 5.1%
4 Financials 4.7%
5 Consumer Staples 3.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
926
$609 ﹤0.01%
18
927
$581 ﹤0.01%
+27
928
$558 ﹤0.01%
+49
929
$556 ﹤0.01%
122
930
$549 ﹤0.01%
+10
931
$516 ﹤0.01%
10
932
$513 ﹤0.01%
50
933
$500 ﹤0.01%
100
934
$494 ﹤0.01%
19
935
$488 ﹤0.01%
10
936
$486 ﹤0.01%
+216
937
$465 ﹤0.01%
+16
938
$434 ﹤0.01%
50
939
$434 ﹤0.01%
22
-1
940
$415 ﹤0.01%
+18
941
$396 ﹤0.01%
+18
942
$359 ﹤0.01%
+3
943
$322 ﹤0.01%
16
944
$309 ﹤0.01%
10
945
$308 ﹤0.01%
40
946
$295 ﹤0.01%
8
947
$282 ﹤0.01%
20
948
$276 ﹤0.01%
7
949
$260 ﹤0.01%
8
950
$255 ﹤0.01%
75
+45
36 37
38
39 40