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
$177M
AUM Growth
+$28.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
694
New
Increased
Reduced
Closed

Top Buys

1
+$4.12M
2
+$1.9M
3
+$1.77M
4
JLL icon
Jones Lang LaSalle
JLL
+$1.42M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$1.22M

Top Sells

1
+$1.37M
2
+$1.27M
3
+$911K
4
IVW icon
iShares S&P 500 Growth ETF
IVW
+$487K
5
AAPL icon
Apple
AAPL
+$451K

Sector Composition

1 Technology 9.34%
2 Healthcare 8.56%
3 Financials 5.43%
4 Real Estate 4.87%
5 Communication Services 4.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$88.8K 0.05%
3,188
-198
202
$86.2K 0.05%
2,222
203
$85.7K 0.05%
900
-500
204
$85.6K 0.05%
2,276
-10,000
205
$85K 0.05%
1,716
206
$85K 0.05%
672
+150
207
$81.8K 0.05%
3,507
208
$81K 0.05%
1,200
+550
209
$79K 0.04%
+3,000
210
$78.9K 0.04%
893
+40
211
$78.6K 0.04%
1,021
+9
212
$76.9K 0.04%
4,200
-1,100
213
$74.3K 0.04%
1,294
214
$72.6K 0.04%
276
215
$70.7K 0.04%
8,000
216
$69.4K 0.04%
2,670
-268
217
$69.2K 0.04%
359
218
$69.1K 0.04%
4,100
219
$69K 0.04%
1,150
220
$68.7K 0.04%
1,604
221
$66.6K 0.04%
2,641
222
$64.6K 0.04%
750
223
$64.2K 0.04%
1,000
-1,000
224
$63.4K 0.04%
+1,250
225
$62.2K 0.04%
308
7 8
9
10 11