AIC

Archer Investment Corporation Portfolio holdings

AUM $443M
1-Year Est. Return 16.91%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.91%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$419M
AUM Growth
+$33.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,222
New
Increased
Reduced
Closed

Top Buys

1
+$2.02M
2
+$1.74M
3
+$879K
4
QQQ icon
Invesco QQQ Trust
QQQ
+$725K
5
JBND icon
JPMorgan Active Bond ETF
JBND
+$661K

Top Sells

1
+$1.48M
2
+$513K
3
+$508K
4
MDT icon
Medtronic
MDT
+$420K
5
PSX icon
Phillips 66
PSX
+$389K

Sector Composition

1 Technology 7.75%
2 Financials 5.24%
3 Healthcare 4.77%
4 Industrials 4.63%
5 Communication Services 2.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.16M 0.28%
21,693
+12,486
77
$1.16M 0.28%
4,427
-25
78
$1.14M 0.27%
24,672
+1
79
$1.14M 0.27%
1,150
-100
80
$1.14M 0.27%
15,415
-1,582
81
$1.11M 0.26%
13,550
+5,500
82
$1.1M 0.26%
9,388
+2
83
$1.09M 0.26%
13,895
+69
84
$1.07M 0.25%
4,640
-5
85
$1.05M 0.25%
11,688
86
$1.03M 0.25%
7,768
+4
87
$1M 0.24%
23,207
+1,186
88
$993K 0.24%
4,739
+20
89
$965K 0.23%
13,646
+2
90
$920K 0.22%
2,949
+83
91
$901K 0.21%
6,109
92
$898K 0.21%
2,049
+69
93
$898K 0.21%
2,313
+7
94
$896K 0.21%
23,823
+533
95
$894K 0.21%
2,933
96
$889K 0.21%
5,583
-255
97
$873K 0.21%
4,532
+510
98
$846K 0.2%
7,396
+1,000
99
$840K 0.2%
24,489
+3,678
100
$833K 0.2%
3,665
2 3
4
5 6