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
ROKU icon
1026
Roku
ROKU
$14.3B
$1.3K ﹤0.01%
13
UAN icon
1027
CVR Partners
UAN
$1.01B
$1.3K ﹤0.01%
14
CVLG icon
1028
Covenant Logistics
CVLG
$516M
$1.3K ﹤0.01%
60
CRSP icon
1029
CRISPR Therapeutics
CRSP
$5.06B
$1.3K ﹤0.01%
20
GNL icon
1030
Global Net Lease
GNL
$1.8B
$1.26K ﹤0.01%
+155
PFFA icon
1031
Virtus InfraCap US Preferred Stock ETF
PFFA
$1.92B
$1.25K ﹤0.01%
58
+2
KNX icon
1032
Knight Transportation
KNX
$7.66B
$1.23K ﹤0.01%
31
BOND icon
1033
PIMCO Active Bond Exchange-Traded Fund
BOND
$6.52B
$1.21K ﹤0.01%
+13
VNQI icon
1034
Vanguard Global ex-US Real Estate ETF
VNQI
$3.57B
$1.21K ﹤0.01%
25
EQWL icon
1035
Invesco S&P 100 Equal Weight ETF
EQWL
$1.89B
$1.15K ﹤0.01%
+10
TMC icon
1036
TMC The Metals Company
TMC
$2.74B
$1.15K ﹤0.01%
180
PENN icon
1037
PENN Entertainment
PENN
$2.01B
$1.14K ﹤0.01%
59
DBB icon
1038
Invesco DB Base Metals Fund
DBB
$144M
$1.11K ﹤0.01%
54
MTBA icon
1039
Simplify MBS ETF
MTBA
$1.64B
$1.11K ﹤0.01%
+22
FRD icon
1040
Friedman Industries
FRD
$134M
$1.1K ﹤0.01%
50
STWD icon
1041
Starwood Property Trust
STWD
$6.78B
$1.09K ﹤0.01%
56
+1
VOD icon
1042
Vodafone
VOD
$29B
$1.09K ﹤0.01%
94
EWX icon
1043
SPDR S&P Emerging Markets Small Cap ETF
EWX
$747M
$1.08K ﹤0.01%
16
PKOH icon
1044
Park-Ohio Holdings
PKOH
$300M
$1.07K ﹤0.01%
51
+1
MFA
1045
MFA Financial
MFA
$969M
$1.06K ﹤0.01%
115
+4
DFAS icon
1046
Dimensional US Small Cap ETF
DFAS
$11.9B
$1.03K ﹤0.01%
15
GUSH icon
1047
Direxion Daily S&P Oil & Gas Exp & Prod Bull 2X Shares
GUSH
$241M
$1.02K ﹤0.01%
41
SM icon
1048
SM Energy
SM
$2.25B
$999 ﹤0.01%
40
UAA icon
1049
Under Armour
UAA
$1.97B
$998 ﹤0.01%
200
OTTR icon
1050
Otter Tail
OTTR
$3.41B
$984 ﹤0.01%
12