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
$310M
AUM Growth
+$25.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,115
New
Increased
Reduced
Closed

Top Buys

1
+$7.76M
2
+$4.78M
3
+$4.49M
4
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$3.97M
5
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$2.96M

Top Sells

1
+$6.78M
2
+$4.35M
3
+$3.84M
4
IBTD
iShares iBonds Dec 2023 Term Treasury ETF
IBTD
+$3.44M
5
SGOV icon
iShares 0-3 Month Treasury Bond ETF
SGOV
+$1.18M

Sector Composition

1 Technology 8.34%
2 Healthcare 7.32%
3 Financials 4.59%
4 Industrials 4.56%
5 Real Estate 3.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$308K 0.1%
6,382
+71
177
$306K 0.1%
10,492
178
$305K 0.1%
1,291
179
$304K 0.1%
1,427
+1
180
$304K 0.1%
2,503
181
$300K 0.1%
1,350
182
$292K 0.09%
6,143
-73
183
$286K 0.09%
6,950
+393
184
$282K 0.09%
2,933
-179
185
$281K 0.09%
3,070
+3
186
$280K 0.09%
9,300
-4,958
187
$279K 0.09%
11,820
+755
188
$274K 0.09%
3,479
189
$271K 0.09%
3,553
+266
190
$269K 0.09%
2,320
191
$265K 0.09%
1,422
192
$261K 0.08%
2,635
+579
193
$261K 0.08%
1,351
194
$261K 0.08%
7,000
195
$258K 0.08%
8,501
-32,142
196
$253K 0.08%
2,960
197
$247K 0.08%
4,440
198
$244K 0.08%
2,362
199
$241K 0.08%
6,940
200
$236K 0.08%
1,985
6 7
8
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