AIC

Archer Investment Corporation Portfolio holdings

AUM $419M
1-Year Est. Return 14.14%
This Quarter Est. Return
1 Year Est. Return
+14.14%
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
76
$913K 0.29%
8,951
+290
77
$898K 0.29%
3,952
78
$887K 0.29%
3,001
-93
79
$873K 0.28%
11,113
+689
80
$856K 0.28%
1,493
-531
81
$817K 0.26%
9,917
+1,400
82
$811K 0.26%
13,755
+14
83
$794K 0.26%
28,938
-25,604
84
$789K 0.25%
4,630
85
$784K 0.25%
7,122
+59
86
$768K 0.25%
15,554
+1,175
87
$743K 0.24%
7,850
88
$732K 0.24%
4,965
+36
89
$728K 0.23%
4,867
+70
90
$711K 0.23%
11,000
91
$706K 0.23%
2,270
-71
92
$703K 0.23%
1,325
+4
93
$700K 0.23%
10,000
94
$698K 0.23%
1,170
-56
95
$683K 0.22%
9,200
+1,000
96
$665K 0.21%
11,153
+91
97
$642K 0.21%
3,927
+5
98
$642K 0.21%
20,047
-19,858
99
$640K 0.21%
5,897
-171
100
$638K 0.21%
6,391
-134
2 3
4
5 6