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
1
$12.9M 7.26%
220,307
+18,613
2
$12.4M 6.98%
243,823
+34,930
3
$8.17M 4.61%
308,989
-8,374
4
$6.42M 3.62%
348,574
-7,060
5
$5.13M 2.9%
101,548
+1,646
6
$4.55M 2.57%
49,944
-4,944
7
$4.32M 2.44%
30,171
+28,748
8
$3.98M 2.25%
112,481
+10,691
9
$3.27M 1.85%
27,922
+2,414
10
$2.99M 1.69%
14,682
-143
11
$2.43M 1.37%
37,434
+435
12
$2.06M 1.16%
5,650
13
$1.97M 1.11%
7,968
+4,945
14
$1.9M 1.07%
+7,604
15
$1.89M 1.07%
31,460
+236
16
$1.83M 1.03%
13,240
+1,100
17
$1.81M 1.02%
7,974
+499
18
$1.77M 1%
17,502
+1,166
19
$1.73M 0.97%
37,033
+2,177
20
$1.63M 0.92%
18,241
-269
21
$1.61M 0.91%
21,811
-549
22
$1.55M 0.87%
13,899
-249
23
$1.51M 0.85%
21,340
+1,240
24
$1.44M 0.81%
15,287
+15,097
25
$1.41M 0.8%
61,912
-2,645
1
2 3 4 5