AIC
Archer Investment Corporation Portfolio holdings
AUM
$419M
1-Year Return
14.14%
This Quarter Return
+9.65%
1 Year Return
+14.14%
3 Year Return
+51.46%
5 Year Return
+90.19%
10 Year Return
–
AUM
$310M
AUM Growth
+$25.9M
(+9.1%)
Cap. Flow
+$551K
Cap. Flow
% of AUM
0.18%
Top 10 Holdings %
Top 10 Hldgs %
29.33%
Holding
1,115
New
73
Increased
183
Reduced
142
Closed
27
Top Buys
| 1 |
FT Vest US Equity Moderate Buffer ETF August
GAUG
|
+$7.76M |
| 2 |
Innovator US Equity Ultra Buffer ETF August
UAUG
|
+$4.78M |
| 3 |
SPDR Portfolio S&P 500 ETF
SPLG
|
+$4.49M |
| 4 |
Invesco S&P 500 Equal Weight ETF
RSP
|
+$3.97M |
| 5 |
iShares 7-10 Year Treasury Bond ETF
IEF
|
+$2.96M |
Top Sells
| 1 |
FT Vest US Equity Moderate Buffer ETF March
GMAR
|
+$6.78M |
| 2 |
Vanguard Dividend Appreciation ETF
VIG
|
+$4.35M |
| 3 |
iShares Russell 2000 ETF
IWM
|
+$3.84M |
| 4 |
IBTD
iShares iBonds Dec 2023 Term Treasury ETF
IBTD
|
+$3.44M |
| 5 |
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% |
