AIC

Archer Investment Corporation Portfolio holdings

AUM $443M
1-Year Est. Return 16.91%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.91%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$419M
AUM Growth
+$33.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,222
New
Increased
Reduced
Closed

Top Buys

1
+$2.02M
2
+$1.74M
3
+$879K
4
QQQ icon
Invesco QQQ Trust
QQQ
+$725K
5
JBND icon
JPMorgan Active Bond ETF
JBND
+$661K

Top Sells

1
+$1.48M
2
+$513K
3
+$508K
4
MDT icon
Medtronic
MDT
+$420K
5
PSX icon
Phillips 66
PSX
+$389K

Sector Composition

1 Technology 7.75%
2 Financials 5.24%
3 Healthcare 4.77%
4 Industrials 4.63%
5 Communication Services 2.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1101
$150 ﹤0.01%
10
1102
$112 ﹤0.01%
4
1103
$103 ﹤0.01%
11
1104
$98 ﹤0.01%
8
1105
$96 ﹤0.01%
9
1106
$96 ﹤0.01%
10
1107
$93 ﹤0.01%
5
1108
$90 ﹤0.01%
68
1109
$89 ﹤0.01%
13
1110
$84 ﹤0.01%
17
1111
$83 ﹤0.01%
20
1112
$80 ﹤0.01%
10
1113
$78 ﹤0.01%
35
1114
$72 ﹤0.01%
3
-47
1115
$70 ﹤0.01%
75
1116
$67 ﹤0.01%
40
1117
$64 ﹤0.01%
10
1118
$53 ﹤0.01%
3
1119
$49 ﹤0.01%
2
1120
$39 ﹤0.01%
5
-80
1121
$32 ﹤0.01%
10
1122
$31 ﹤0.01%
12
1123
$30 ﹤0.01%
10
1124
$29 ﹤0.01%
3
1125
$29 ﹤0.01%
10
43 44
45
46 47