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
951
$213 ﹤0.01%
+108
952
$207 ﹤0.01%
1
-910
953
$201 ﹤0.01%
84
954
$186 ﹤0.01%
18
955
$146 ﹤0.01%
13
956
$141 ﹤0.01%
+11
957
$133 ﹤0.01%
34
+3
958
$115 ﹤0.01%
3
959
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960
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100
961
$72 ﹤0.01%
10
962
$70 ﹤0.01%
+9
963
$66 ﹤0.01%
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964
$55 ﹤0.01%
1
965
$48 ﹤0.01%
+9
966
$43 ﹤0.01%
2
967
$37 ﹤0.01%
+2
968
$29 ﹤0.01%
13
969
$28 ﹤0.01%
13
970
$20 ﹤0.01%
100,000
971
– –
0
972
$12 ﹤0.01%
21
973
$11 ﹤0.01%
15
974
– –
-39
975
– –
-2
37 38
39
40 41