AIC
Archer Investment Corporation Portfolio holdings
AUM $419M
1-Year Return
14.14%
This Quarter Return
+0.01%
1 Year Return
+14.14%
3 Year Return
+51.46%
5 Year Return
+90.19%
10 Year Return
–
AUM
$375M
AUM Growth
+$2.16M
(+0.58%)
Cap. Flow
+$6.68M
Cap. Flow
% of AUM
1.78%
Top 10 Holdings %
Top 10 Hldgs %
32.89%
Holding
1,174
New
57
Increased
258
Reduced
135
Closed
24
Top Buys
| 1 |
FT Vest US Equity Moderate Buffer ETF November
GNOV
|
+$11.2M |
| 2 |
iShares iBonds Dec 2025 Term Treasury ETF
IBTF
|
+$2.71M |
| 3 |
SPDR Portfolio S&P 500 ETF
SPLG
|
+$1.26M |
| 4 |
Invesco QQQ Trust
QQQ
|
+$1.22M |
| 5 |
ZDEK
Innovator Equity Defined Protection ETF - 1 Yr December
ZDEK
|
+$1.05M |
Top Sells
| 1 |
FT Vest US Equity Moderate Buffer ETF June
GJUN
|
+$11.2M |
| 2 |
IBTE
iShares iBonds Dec 2024 Term Treasury ETF
IBTE
|
+$3.89M |
| 3 |
Pfizer
PFE
|
+$882K |
| 4 |
Toronto Dominion Bank
TD
|
+$696K |
| 5 |
Centene
CNC
|
+$693K |
Sector Composition
| 1 | Technology | 8.07% |
| 2 | Healthcare | 5.38% |
| 3 | Industrials | 4.6% |
| 4 | Financials | 4.45% |
| 5 | Communication Services | 3.4% |