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
$177M
AUM Growth
+$28.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
694
New
Increased
Reduced
Closed

Top Buys

1 +$4.12M
2 +$1.9M
3 +$1.77M
4
JLL icon
Jones Lang LaSalle
JLL
+$1.42M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$1.22M

Top Sells

1 +$1.37M
2 +$1.27M
3 +$911K
4
IVW icon
iShares S&P 500 Growth ETF
IVW
+$487K
5
AAPL icon
Apple
AAPL
+$451K

Sector Composition

1 Technology 9.34%
2 Healthcare 8.56%
3 Financials 5.43%
4 Real Estate 4.87%
5 Communication Services 4.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$523K 0.3%
6,480
-4,855
77
$518K 0.29%
2,005
+165
78
$517K 0.29%
4,650
+1,000
79
$511K 0.29%
1,409
+109
80
$510K 0.29%
11,413
-400
81
$506K 0.29%
6,232
-91
82
$484K 0.27%
3,408
+8
83
$481K 0.27%
13,900
+1,000
84
$466K 0.26%
9,300
+1,080
85
$465K 0.26%
25,604
86
$459K 0.26%
3,886
+180
87
$457K 0.26%
2,535
+100
88
$456K 0.26%
41,000
+10,000
89
$453K 0.26%
2,707
+7
90
$449K 0.25%
2,684
-100
91
$449K 0.25%
6,772
+1,361
92
$442K 0.25%
+16,520
93
$438K 0.25%
11,400
94
$436K 0.25%
3,850
95
$431K 0.24%
16,500
+4,600
96
$429K 0.24%
4,400
97
$425K 0.24%
16,609
+8,950
98
$425K 0.24%
11,539
-612
99
$420K 0.24%
5,334
100
$419K 0.24%
5,160