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
151
$369K 0.13%
9,785
-2,624
152
$368K 0.13%
4,861
+2,970
153
$363K 0.13%
3,354
-108
154
$362K 0.13%
10,000
155
$359K 0.13%
11,500
156
$358K 0.13%
807
+53
157
$356K 0.13%
7,507
-2,919
158
$350K 0.12%
11,713
-2,150
159
$339K 0.12%
2,228
+3
160
$338K 0.12%
12,148
-3,184
161
$336K 0.12%
3,110
-740
162
$336K 0.12%
2,824
+850
163
$329K 0.12%
2,885
+178
164
$329K 0.12%
12,471
-8,522
165
$326K 0.12%
2,094
+265
166
$322K 0.11%
1,851
+95
167
$321K 0.11%
4,316
+194
168
$318K 0.11%
6,090
+180
169
$316K 0.11%
12,113
170
$313K 0.11%
4,066
-1,334
171
$311K 0.11%
1,380
-80
172
$308K 0.11%
3,111
+53
173
$304K 0.11%
2,516
-1,410
174
$303K 0.11%
10,856
+2,068
175
$302K 0.11%
9,697
-1,057
5 6
7
8 9