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
201
$224K 0.07%
2,021
-95
202
$220K 0.07%
1,495
203
$219K 0.07%
1,519
204
$217K 0.07%
5,050
-6,700
205
$215K 0.07%
6,907
+3
206
$215K 0.07%
923
207
$215K 0.07%
9,403
208
$210K 0.07%
10,299
-1,000
209
$210K 0.07%
12,506
+418
210
$209K 0.07%
4,037
+4
211
$207K 0.07%
1,755
212
$205K 0.07%
5,084
-49
213
$205K 0.07%
2,575
214
$202K 0.07%
5,650
215
$202K 0.07%
428
+42
216
$202K 0.07%
6,143
217
$201K 0.06%
2,280
218
$199K 0.06%
1,887
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219
$198K 0.06%
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220
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+3,811
221
$196K 0.06%
2,196
222
$195K 0.06%
11,000
223
$194K 0.06%
1,076
224
$184K 0.06%
4,025
225
$184K 0.06%
7,200
7 8
9
10 11