AIC
Archer Investment Corporation Portfolio holdings
AUM
$419M
1-Year Return
14.14%
This Quarter Return
+15.43%
1 Year Return
+14.14%
3 Year Return
+51.46%
5 Year Return
+90.19%
10 Year Return
–
AUM
$177M
AUM Growth
+$28.4M
(+19%)
Cap. Flow
+$7.66M
Cap. Flow
% of AUM
4.32%
Top 10 Holdings %
Top 10 Hldgs %
36.15%
Holding
694
New
67
Increased
118
Reduced
130
Closed
43
Top Buys
| 1 |
iShares Russell 2000 ETF
IWM
|
+$4.12M |
| 2 |
Home Depot
HD
|
+$1.9M |
| 3 |
JPMorgan Ultra-Short Income ETF
JPST
|
+$1.77M |
| 4 |
Jones Lang LaSalle
JLL
|
+$1.42M |
| 5 |
Invesco QQQ Trust
QQQ
|
+$1.22M |
Top Sells
| 1 |
JPMorgan Chase
JPM
|
+$1.37M |
| 2 |
Phillips 66
PSX
|
+$1.27M |
| 3 |
Invesco S&P 500 Equal Weight ETF
RSP
|
+$911K |
| 4 |
iShares S&P 500 Growth ETF
IVW
|
+$487K |
| 5 |
Apple
AAPL
|
+$451K |
Sector Composition
| 1 | Technology | 9.34% |
| 2 | Healthcare | 8.56% |
| 3 | Financials | 5.43% |
| 4 | Real Estate | 4.87% |
| 5 | Communication Services | 4.71% |
