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
176
$301K 0.11%
3,071
+169
177
$298K 0.11%
4,775
-3,825
178
$293K 0.1%
19,400
179
$293K 0.1%
4,016
-1,253
180
$293K 0.1%
1,291
+1,106
181
$289K 0.1%
10,492
182
$275K 0.1%
1,383
+80
183
$272K 0.1%
2,498
-459
184
$270K 0.1%
2,320
+1,420
185
$269K 0.1%
1,077
+627
186
$264K 0.09%
3,479
+2,235
187
$264K 0.09%
884
-476
188
$263K 0.09%
5,510
-5,083
189
$260K 0.09%
11,065
190
$256K 0.09%
3,062
+1,786
191
$246K 0.09%
7,000
192
$243K 0.09%
5,161
-1,997
193
$237K 0.08%
2,542
-82
194
$236K 0.08%
1,985
+876
195
$233K 0.08%
6,940
+2,593
196
$232K 0.08%
1,422
-1,287
197
$231K 0.08%
5,106
+301
198
$229K 0.08%
522
199
$228K 0.08%
6,095
-9,855
200
$225K 0.08%
5,540
-71
6 7
8
9 10