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
126
$529K 0.17%
3,362
-100
127
$515K 0.17%
7,350
128
$513K 0.17%
3,537
-148
129
$508K 0.16%
11,210
-303
130
$502K 0.16%
9,065
+2,815
131
$502K 0.16%
7,129
-162
132
$491K 0.16%
+16,241
133
$491K 0.16%
13,668
134
$489K 0.16%
5,870
135
$486K 0.16%
1,794
136
$486K 0.16%
9,600
137
$482K 0.16%
2,234
+250
138
$482K 0.16%
16,783
+87
139
$473K 0.15%
19,240
140
$462K 0.15%
2,477
+1,400
141
$459K 0.15%
2,016
142
$456K 0.15%
5,016
143
$451K 0.15%
13,920
+457
144
$445K 0.14%
10,077
-841
145
$444K 0.14%
8,087
+8,050
146
$442K 0.14%
10,903
-73
147
$439K 0.14%
13,679
148
$434K 0.14%
5,160
+2,100
149
$430K 0.14%
5,400
150
$427K 0.14%
1,440
4 5
6
7 8