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
$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
976
$531 ﹤0.01%
8
977
$521 ﹤0.01%
16
978
$516 ﹤0.01%
27
979
$477 ﹤0.01%
19
980
$467 ﹤0.01%
22
981
$449 ﹤0.01%
18
982
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+6
983
$435 ﹤0.01%
8
984
$420 ﹤0.01%
50
985
$413 ﹤0.01%
10
986
$382 ﹤0.01%
3
987
$381 ﹤0.01%
20
988
$359 ﹤0.01%
10
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8
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$333 ﹤0.01%
+10
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$333 ﹤0.01%
50
992
$333 ﹤0.01%
1,000
-11,000
993
$329 ﹤0.01%
+25
994
$329 ﹤0.01%
+4
995
$317 ﹤0.01%
16
996
$301 ﹤0.01%
122
997
$301 ﹤0.01%
+6
998
$281 ﹤0.01%
8
999
$252 ﹤0.01%
8
1000
$245 ﹤0.01%
5
38 39
40
41 42