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
$443M
AUM Growth
+$23.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,254
New
Increased
Reduced
Closed

Top Sells

1 +$11.6M
2 +$4.48M
3 +$4.19M
4
WMT icon
Walmart Inc
WMT
+$766K
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$643K

Sector Composition

1 Technology 8.33%
2 Healthcare 5.93%
3 Financials 5.36%
4 Industrials 4.62%
5 Communication Services 3.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
CHD icon
976
Church & Dwight Co
CHD
$21.7B
$2.19K ﹤0.01%
25
WDS icon
977
Woodside Energy
WDS
$30.7B
$2.17K ﹤0.01%
144
EMXC icon
978
iShares MSCI Emerging Markets ex China ETF
EMXC
$14.7B
$2.16K ﹤0.01%
32
NC icon
979
NACCO Industries
NC
$344M
$2.15K ﹤0.01%
51
JD icon
980
JD.com
JD
$41.7B
$2.13K ﹤0.01%
61
SWBI icon
981
Smith & Wesson
SWBI
$484M
$2.12K ﹤0.01%
216
+3
ARKX icon
982
ARK Space & Defense Innovation ETF
ARKX
$654M
$2.11K ﹤0.01%
74
PULS icon
983
PGIM Ultra Short Bond ETF
PULS
$13.4B
$2.04K ﹤0.01%
41
DFAT icon
984
Dimensional US Targeted Value ETF
DFAT
$12.8B
$2.04K ﹤0.01%
35
SUSB icon
985
iShares ESG Aware 1-5 Year USD Corporate Bond ETF
SUSB
$1.07B
$2.02K ﹤0.01%
+80
CVRX icon
986
CVRx
CVRX
$143M
$2.02K ﹤0.01%
250
NTR icon
987
Nutrien
NTR
$32.8B
$2K ﹤0.01%
34
+24
SNPS icon
988
Synopsys
SNPS
$97.2B
$1.97K ﹤0.01%
4
FLS icon
989
Flowserve
FLS
$9.55B
$1.97K ﹤0.01%
37
U icon
990
Unity
U
$18.8B
$1.96K ﹤0.01%
49
-500
RKT icon
991
Rocket Companies
RKT
$66B
$1.94K ﹤0.01%
+100
UA icon
992
Under Armour Class C
UA
$2.37B
$1.93K ﹤0.01%
400
KSS icon
993
Kohl's
KSS
$2.16B
$1.92K ﹤0.01%
125
MDYV icon
994
State Street SPDR S&P 400 Mid Cap Value ETF
MDYV
$2.6B
$1.92K ﹤0.01%
23
FTXN icon
995
First Trust Nasdaq Oil & Gas ETF
FTXN
$104M
$1.91K ﹤0.01%
67
SFYX icon
996
SoFi Next 500 ETF
SFYX
$27.7M
$1.88K ﹤0.01%
117
HSY icon
997
Hershey
HSY
$40.4B
$1.87K ﹤0.01%
10
NANC icon
998
Unusual Whales Subversive Democratic Trading ETF
NANC
$267M
$1.84K ﹤0.01%
41
+18
JMBS icon
999
Janus Henderson Mortgage-Backed Securities ETF
JMBS
$7.06B
$1.83K ﹤0.01%
+40
FBT icon
1000
First Trust NYSE Arca Biotechnology Index Fund
FBT
$1.36B
$1.8K ﹤0.01%
10