AIC

Archer Investment Corporation Portfolio holdings

AUM $419M
1-Year Est. Return 14.14%
This Quarter Est. Return
1 Year Est. Return
+14.14%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$310M
AUM Growth
+$25.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,115
New
Increased
Reduced
Closed

Top Buys

1
+$7.76M
2
+$4.78M
3
+$4.49M
4
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$3.97M
5
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$2.96M

Top Sells

1
+$6.78M
2
+$4.35M
3
+$3.84M
4
IBTD
iShares iBonds Dec 2023 Term Treasury ETF
IBTD
+$3.44M
5
SGOV icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$633K 0.2%
6,522
+11
102
$629K 0.2%
1,200
103
$623K 0.2%
2,200
104
$621K 0.2%
1,267
105
$618K 0.2%
12,908
+997
106
$617K 0.2%
8,787
107
$615K 0.2%
4,918
-241
108
$612K 0.2%
31,600
109
$607K 0.2%
2,028
-100
110
$600K 0.19%
10,917
+7,630
111
$598K 0.19%
16,884
+7
112
$592K 0.19%
3,099
-35
113
$586K 0.19%
3,549
114
$580K 0.19%
1,413
115
$579K 0.19%
2,220
+22
116
$574K 0.19%
10,035
117
$571K 0.18%
17,438
-20,281
118
$570K 0.18%
21,615
119
$568K 0.18%
25,700
120
$558K 0.18%
4,960
+175
121
$557K 0.18%
16,545
+437
122
$557K 0.18%
2,240
-27
123
$544K 0.18%
14,709
+294
124
$542K 0.17%
32,513
+3
125
$540K 0.17%
+7,500
3 4
5
6 7