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
951
$814 ﹤0.01%
11
952
$811 ﹤0.01%
10
-500
953
$801 ﹤0.01%
7
954
$789 ﹤0.01%
12
955
$774 ﹤0.01%
20
-1,830
956
$768 ﹤0.01%
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957
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9
958
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959
$718 ﹤0.01%
20
960
$700 ﹤0.01%
23
+5
961
$685 ﹤0.01%
134
962
$683 ﹤0.01%
37
963
$668 ﹤0.01%
100
964
$661 ﹤0.01%
18
965
$656 ﹤0.01%
40
966
$655 ﹤0.01%
7
967
$646 ﹤0.01%
2
968
$643 ﹤0.01%
33
+1
969
$636 ﹤0.01%
4
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$607 ﹤0.01%
5
971
$579 ﹤0.01%
182
972
$563 ﹤0.01%
10
973
$543 ﹤0.01%
10
974
$533 ﹤0.01%
10
975
$532 ﹤0.01%
52
+2
37 38
39
40 41