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
$267M
AUM Growth
+$13.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
764
New
Increased
Reduced
Closed

Top Sells

1 +$3.88M
2 +$1.22M
3 +$768K
4
QQQ icon
Invesco QQQ Trust
QQQ
+$704K
5
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$687K

Sector Composition

1 Technology 8.76%
2 Healthcare 8.23%
3 Financials 5.76%
4 Industrials 4.75%
5 Consumer Discretionary 4.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
176
$335K 0.13%
10,000
177
$334K 0.12%
11,621
-2,155
178
$330K 0.12%
2,490
179
$328K 0.12%
1,360
+110
180
$315K 0.12%
4,283
-111
181
$307K 0.11%
2,421
-66
182
$307K 0.11%
+2,402
183
$307K 0.11%
5,830
-415
184
$301K 0.11%
1,376
185
$292K 0.11%
5,352
186
$283K 0.11%
1,242
187
$274K 0.1%
5,479
+139
188
$273K 0.1%
2,687
189
$271K 0.1%
5,151
+1,630
190
$270K 0.1%
3,100
191
$264K 0.1%
8,061
+1,210
192
$261K 0.1%
5,459
+1,482
193
$259K 0.1%
22,981
+15,494
194
$257K 0.1%
1,829
195
$255K 0.1%
1,706
196
$248K 0.09%
6,779
197
$247K 0.09%
1,685
+415
198
$244K 0.09%
+2,960
199
$241K 0.09%
9,168
200
$230K 0.09%
1,007
+547