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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
MSFTMicrosoft Corp
Recent Activity
Decreased -6.06%
1.49%
$5.532M
12,857 shares@ $430.29 avg price
FPEFirst Tr Exchange Traded Fd Iii First Tr Pfd Secs & Income Etf
Recent Activity
Decreased -21.86%
1.28%
$4.764M
263,222 shares@ $18.1 avg price
METAMeta Platforms Inc Class A
Recent Activity
Decreased -0.15%
1.27%
$4.721M
8,246 shares@ $572.47 avg price
SGOVIshares Tr 0-3 Mnth Treasry
Recent Activity
Decreased -28.53%
1.21%
$4.491M
44,588 shares@ $100.72 avg price
VIGVanguard Specialized Funds Div App Etf
Recent Activity
Decreased -0.14%
1.07%
$3.965M
20,018 shares@ $198.06 avg price
FIXDFirst Trust Tcw Opp Fixed In
Recent Activity
Decreased -0.65%
1.05%
$3.89M
85,987 shares@ $45.24 avg price
IBTEIshares Tr Ibonds 24 Trm Ts
Recent Activity
Decreased -1.83%
1.05%
$3.888M
162,019 shares@ $24.0 avg price
JPMJpmorgan Chase & Co
Recent Activity
Decreased -10.99%
1.03%
$3.834M
18,182 shares@ $210.87 avg price
JEPIJ P Morgan Exchange Traded Fd Equity Premium
Recent Activity
Increased 102.46%
1.03%
$3.816M
64,130 shares@ $59.51 avg price
LMTLockheed Martin Corp
Recent Activity
Decreased -4.27%
1.01%
$3.745M
6,406 shares@ $584.6 avg price