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
176
$396K 0.09%
976
-23
177
$394K 0.09%
3,970
178
$391K 0.09%
6,301
-10
179
$387K 0.09%
2,370
+1,550
180
$386K 0.09%
1,629
+249
181
$383K 0.09%
3,490
+2,341
182
$383K 0.09%
3,730
183
$381K 0.09%
2,319
+18
184
$374K 0.09%
2,570
+1,588
185
$369K 0.09%
1,350
186
$368K 0.09%
2,735
+1,800
187
$367K 0.09%
2,800
188
$362K 0.09%
13,687
189
$359K 0.09%
20,516
190
$358K 0.09%
2,960
191
$357K 0.09%
3,797
+22
192
$356K 0.08%
6,066
+821
193
$352K 0.08%
336
-8
194
$352K 0.08%
7,787
195
$348K 0.08%
14,348
196
$347K 0.08%
1,698
+1,494
197
$347K 0.08%
1,589
+1
198
$347K 0.08%
2,012
-3
199
$346K 0.08%
6,870
-390
200
$345K 0.08%
9,374
-168