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
926
$1.14K ﹤0.01%
74
927
$1.13K ﹤0.01%
2
928
$1.12K ﹤0.01%
50
929
$1.1K ﹤0.01%
5
930
$1.09K ﹤0.01%
27
931
$1.08K ﹤0.01%
+30
932
$1.08K ﹤0.01%
+16
933
$1.08K ﹤0.01%
8
934
$1.06K ﹤0.01%
23
935
$1.03K ﹤0.01%
74
+3
936
$1.02K ﹤0.01%
12
937
$1.02K ﹤0.01%
20
938
$1.01K ﹤0.01%
8
939
$1K ﹤0.01%
35
940
$984 ﹤0.01%
7
941
$955 ﹤0.01%
13
942
$949 ﹤0.01%
52
+4
943
$921 ﹤0.01%
20
-509
944
$894 ﹤0.01%
+15
945
$894 ﹤0.01%
+20
946
$893 ﹤0.01%
+26
947
$889 ﹤0.01%
21
948
$835 ﹤0.01%
25
949
$818 ﹤0.01%
94
950
$815 ﹤0.01%
92
+5
36 37
38
39 40