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
$281M
AUM Growth
+$10.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,058
New
Increased
Reduced
Closed

Top Buys

1
+$2.94M
2
+$1.19M
3
+$983K
4
IBTD
iShares iBonds Dec 2023 Term Treasury ETF
IBTD
+$714K
5
QQQ icon
Invesco QQQ Trust
QQQ
+$537K

Top Sells

1
+$2.02M
2
+$1.57M
3
+$813K
4
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$761K
5
HON icon
Honeywell
HON
+$558K

Sector Composition

1 Technology 8.9%
2 Healthcare 7.54%
3 Industrials 5.1%
4 Financials 4.7%
5 Consumer Staples 3.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$568K 0.2%
10,000
-2,000
102
$563K 0.2%
31,600
-5,400
103
$562K 0.2%
10,035
+275
104
$560K 0.2%
3,549
+97
105
$557K 0.2%
9,375
+239
106
$557K 0.2%
13,668
+113
107
$557K 0.2%
11,513
+4,210
108
$553K 0.2%
8,200
109
$550K 0.2%
2,200
110
$545K 0.19%
11,152
+5,580
111
$538K 0.19%
1,413
-287
112
$530K 0.19%
4,785
-590
113
$522K 0.19%
4,723
-273
114
$520K 0.19%
11,750
+705
115
$519K 0.18%
19,240
+4,866
116
$518K 0.18%
6,154
-1,595
117
$516K 0.18%
7,350
-1,450
118
$514K 0.18%
3,843
-795
119
$512K 0.18%
14,411
+103
120
$511K 0.18%
2,869
-1,253
121
$510K 0.18%
3,685
-48
122
$505K 0.18%
5,989
+2,969
123
$486K 0.17%
5,295
124
$486K 0.17%
25,700
125
$481K 0.17%
32,507
+4
3 4
5
6 7