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
201
$342K 0.08%
1,269
202
$341K 0.08%
5,053
+7
203
$340K 0.08%
10,492
204
$339K 0.08%
12,875
+78
205
$323K 0.08%
2,503
206
$317K 0.08%
2,639
207
$309K 0.07%
8,443
-16
208
$308K 0.07%
7,000
209
$303K 0.07%
11,642
-100
210
$301K 0.07%
2,691
+260
211
$298K 0.07%
6,049
+43
212
$292K 0.07%
779
-390
213
$288K 0.07%
+11,049
214
$286K 0.07%
3,774
+6
215
$285K 0.07%
3,039
-94
216
$285K 0.07%
5,670
217
$283K 0.07%
2,679
218
$278K 0.07%
10,722
219
$277K 0.07%
632
+595
220
$276K 0.07%
2,236
+2,055
221
$275K 0.07%
2,165
+2,015
222
$272K 0.06%
927
+1
223
$271K 0.06%
1,330
-350
224
$268K 0.06%
981
+81
225
$266K 0.06%
524
7 8
9
10 11