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Troy C Patton

@Archer Investment Corp

Latest period2024 - Q3ReportedManaged Assets$372.901MTotal holdings1121
Assets growth rate8.88%Assets growth rate (2-Q avg)5.93%Continuous growth in asset value8 quarters

Portfolio positions

This chart displays the top 10 holdings in Archer Investment Corp's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 1121 positions.

Assets under management

The assets under management (AUM) of Archer Investment Corp over the past 10 years (40 quarters) show continuous growth in total asset value over the last 8 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 372.901M in assets, with a quarterly growth rate of 8.88% and a 2-quarter average growth rate of 5.93%. The portfolio is managed by Troy C Patton, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
ZAUGInnovator Etfs Trust Equity Defined Protection Etf - 1 Yr Aug
Recent Activity
New Position
2.7%
$10.045M
407,301 shares@ $24.67 avg price
XSVNBondbloxx Etf Trust Bloomberg Seven
Recent Activity
New Position
0.92%
$3.405M
69,397 shares@ $49.07 avg price
ZJULInnovator Etfs Trust Equity Defined Protection Etf 1 Yr July
Recent Activity
New Position
0.45%
$1.659M
61,952 shares@ $26.79 avg price
AOSA.o. Smith Corp.
Recent Activity
New Position
0.09%
$302,278
3,365 shares@ $89.84 avg price
EXPDExpeditors International Of Washington, Inc.
Recent Activity
New Position
0.08%
$292,365
2,225 shares@ $131.4 avg price
AAgilent Technologies, Inc.
Recent Activity
New Position
0.08%
$288,051
1,940 shares@ $148.48 avg price
PKGPackaging Corp Of America
Recent Activity
New Position
0.08%
$287,559
1,335 shares@ $215.4 avg price
PPGP P G Industries Inc
Recent Activity
New Position
0.08%
$285,856
2,158 shares@ $132.47 avg price
UTHRUnited Therapeutics Corp.
Recent Activity
New Position
0.08%
$283,097
790 shares@ $358.36 avg price
EQREquity Residential
Recent Activity
New Position
0.08%
$277,215
3,723 shares@ $74.47 avg price