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
1001
$244 ﹤0.01%
9
1002
$244 ﹤0.01%
40
1003
$231 ﹤0.01%
13
1004
$226 ﹤0.01%
108
1005
$204 ﹤0.01%
18
1006
$204 ﹤0.01%
1
1007
$188 ﹤0.01%
75
1008
$175 ﹤0.01%
7
1009
$168 ﹤0.01%
4
1010
$113 ﹤0.01%
4
-2
1011
$109 ﹤0.01%
3
1012
$97 ﹤0.01%
35
+10
1013
$95 ﹤0.01%
100
1014
$86 ﹤0.01%
9
1015
$81 ﹤0.01%
13
1016
$75 ﹤0.01%
9
1017
$72 ﹤0.01%
10
1018
$58 ﹤0.01%
5
1019
$51 ﹤0.01%
1
1020
$43 ﹤0.01%
9
1021
$38 ﹤0.01%
2
1022
$38 ﹤0.01%
2
1023
$24 ﹤0.01%
13
1024
$22 ﹤0.01%
+100
1025
$16 ﹤0.01%
13
39 40
41
42 43