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
126
$476K 0.17%
7,051
-577
127
$468K 0.17%
16,267
+289
128
$467K 0.17%
9,600
129
$456K 0.16%
15,898
+394
130
$456K 0.16%
1,794
+213
131
$455K 0.16%
2,155
+74
132
$453K 0.16%
5,015
-1,844
133
$452K 0.16%
10,918
-60
134
$452K 0.16%
2,081
-891
135
$450K 0.16%
15,755
+4,720
136
$442K 0.16%
3,074
-280
137
$440K 0.16%
10,976
+410
138
$434K 0.15%
12,803
-557
139
$431K 0.15%
19,328
140
$423K 0.15%
6,400
-1,312
141
$413K 0.15%
8,936
+1,609
142
$395K 0.14%
5,222
143
$392K 0.14%
14,563
-10,724
144
$388K 0.14%
10,420
-12,693
145
$387K 0.14%
13,430
-920
146
$386K 0.14%
872
+138
147
$385K 0.14%
1,984
+15
148
$384K 0.14%
5,870
149
$383K 0.14%
1,311
+318
150
$378K 0.13%
13,258
-15,397
4 5
6
7 8