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
201
$221K 0.08%
1,855
-1,245
202
$221K 0.08%
2,960
203
$217K 0.08%
1,573
-917
204
$213K 0.08%
+1,351
205
$212K 0.08%
6,061
+300
206
$210K 0.07%
6,793
207
$203K 0.07%
923
+23
208
$198K 0.07%
+4,440
209
$198K 0.07%
+5,650
210
$198K 0.07%
+1,495
211
$197K 0.07%
6,143
-302
212
$197K 0.07%
2,070
+865
213
$193K 0.07%
12,085
+695
214
$191K 0.07%
1,755
+250
215
$190K 0.07%
4,031
-1,082
216
$189K 0.07%
11,299
+199
217
$188K 0.07%
5,500
218
$184K 0.07%
+1,519
219
$184K 0.07%
2,056
-60
220
$183K 0.07%
+2,362
221
$182K 0.06%
7,200
+3,000
222
$182K 0.06%
2,176
-73
223
$179K 0.06%
+2,575
224
$178K 0.06%
1,076
225
$178K 0.06%
1,046
+35
7 8
9
10 11