AIC

Archer Investment Corporation Portfolio holdings

AUM $443M
1-Year Est. Return 16.91%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.91%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$419M
AUM Growth
+$33.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,222
New
Increased
Reduced
Closed

Top Buys

1
+$2.02M
2
+$1.74M
3
+$879K
4
QQQ icon
Invesco QQQ Trust
QQQ
+$725K
5
JBND icon
JPMorgan Active Bond ETF
JBND
+$661K

Top Sells

1
+$1.48M
2
+$513K
3
+$508K
4
MDT icon
Medtronic
MDT
+$420K
5
PSX icon
Phillips 66
PSX
+$389K

Sector Composition

1 Technology 7.75%
2 Financials 5.24%
3 Healthcare 4.77%
4 Industrials 4.63%
5 Communication Services 2.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$589K 0.14%
4,400
+2,150
127
$588K 0.14%
2,202
128
$585K 0.14%
7,013
-35
129
$582K 0.14%
5,767
+1,143
130
$578K 0.14%
1,232
131
$577K 0.14%
13,411
+1
132
$571K 0.14%
17,500
133
$568K 0.14%
2,900
134
$562K 0.13%
14,346
+14,310
135
$560K 0.13%
4,105
+218
136
$558K 0.13%
4,600
137
$553K 0.13%
1,794
+820
138
$550K 0.13%
7,665
+65
139
$546K 0.13%
5,703
+41
140
$544K 0.13%
13,610
-120
141
$537K 0.13%
14,599
+2,676
142
$533K 0.13%
2,826
+140
143
$520K 0.12%
9,681
-44
144
$509K 0.12%
2,243
145
$505K 0.12%
3,988
146
$499K 0.12%
5,487
147
$495K 0.12%
3,640
+2
148
$495K 0.12%
1,934
149
$495K 0.12%
2,789
+615
150
$494K 0.12%
12,237
4 5
6
7 8