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
151
$493K 0.12%
7,109
+2
152
$487K 0.12%
8,617
+1
153
$482K 0.11%
1,246
-594
154
$480K 0.11%
18,505
-455
155
$480K 0.11%
3,350
156
$480K 0.11%
10,086
157
$469K 0.11%
10,493
-410
158
$467K 0.11%
15,595
+4
159
$464K 0.11%
5,317
160
$462K 0.11%
2,343
+1,959
161
$460K 0.11%
5,278
-4,953
162
$457K 0.11%
690
163
$454K 0.11%
2,337
+1
164
$452K 0.11%
12,413
+8,479
165
$447K 0.11%
836
-182
166
$441K 0.11%
7,068
167
$435K 0.1%
1,966
-29
168
$431K 0.1%
3,172
+21
169
$422K 0.1%
10,666
170
$418K 0.1%
4,914
-2,918
171
$416K 0.1%
1,311
+29
172
$411K 0.1%
6,592
-4,003
173
$409K 0.1%
3,312
174
$405K 0.1%
10,000
175
$404K 0.1%
9,035
5 6
7
8 9