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
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
WDS icon
976
Woodside Energy
WDS
$31.3B
$2.17K ﹤0.01%
144
EMXC icon
977
iShares MSCI Emerging Markets ex China ETF
EMXC
$13.1B
$2.16K ﹤0.01%
32
NC icon
978
NACCO Industries
NC
$336M
$2.15K ﹤0.01%
51
JD icon
979
JD.com
JD
$42.5B
$2.13K ﹤0.01%
61
SWBI icon
980
Smith & Wesson
SWBI
$383M
$2.12K ﹤0.01%
216
+3
ARKX icon
981
ARK Space & Defense Innovation ETF
ARKX
$436M
$2.11K ﹤0.01%
74
PULS icon
982
PGIM Ultra Short Bond ETF
PULS
$13.1B
$2.04K ﹤0.01%
41
DFAT icon
983
Dimensional US Targeted Value ETF
DFAT
$11.8B
$2.04K ﹤0.01%
35
SUSB icon
984
iShares ESG Aware 1-5 Year USD Corporate Bond ETF
SUSB
$1.04B
$2.02K ﹤0.01%
+80
CVRX icon
985
CVRx
CVRX
$245M
$2.02K ﹤0.01%
250
NTR icon
986
Nutrien
NTR
$29B
$2K ﹤0.01%
34
+24
SNPS icon
987
Synopsys
SNPS
$81.4B
$1.97K ﹤0.01%
4
FLS icon
988
Flowserve
FLS
$9.02B
$1.97K ﹤0.01%
37
U icon
989
Unity
U
$18.6B
$1.96K ﹤0.01%
49
-500
RKT icon
990
Rocket Companies
RKT
$57B
$1.94K ﹤0.01%
+100
UA icon
991
Under Armour Class C
UA
$1.86B
$1.93K ﹤0.01%
400
KSS icon
992
Kohl's
KSS
$2.73B
$1.92K ﹤0.01%
125
MDYV icon
993
State Street SPDR S&P 400 Mid Cap Value ETF
MDYV
$2.42B
$1.92K ﹤0.01%
23
FTXN icon
994
First Trust Nasdaq Oil & Gas ETF
FTXN
$111M
$1.91K ﹤0.01%
67
SFYX icon
995
SoFi Next 500 ETF
SFYX
$25.9M
$1.88K ﹤0.01%
117
HSY icon
996
Hershey
HSY
$37.9B
$1.87K ﹤0.01%
10
NANC icon
997
Unusual Whales Subversive Democratic Trading ETF
NANC
$264M
$1.84K ﹤0.01%
41
+18
JMBS icon
998
Janus Henderson Mortgage-Backed Securities ETF
JMBS
$6.76B
$1.83K ﹤0.01%
+40
FBT icon
999
First Trust NYSE Arca Biotechnology Index Fund
FBT
$1.32B
$1.8K ﹤0.01%
10
TTE icon
1000
TotalEnergies
TTE
$142B
$1.79K ﹤0.01%
30