Troy C Patton

@Archer Investment Corp

Latest period2024 - Q3

Reported2mo 13d ago

Managed Assets$372.901M

Total 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

Current New Position Increased Decreased Exited

Investment	Portfolio %	Reported Value	Recent Activity
FTCSFirst Tr Exchange-traded Fd Cap Strength Etf Recent Activity Increased 3.2%	7.4%	$27.586M 303,808 shares@ $90.8 avg price	Increased 3.2%
QQQInvesco Qqq Tr Unit Ser 1 Recent Activity Increased 10.17%	5.71%	$21.281M 43,603 shares@ $488.08 avg price	Increased 10.17%
RSPInvesco Exchange Traded Fd Tr S&p500 Eql Wgt Recent Activity Increased 27.85%	3.22%	$11.993M 66,940 shares@ $179.16 avg price	Increased 27.85%
GJUNFirst Tr Exchng Traded Fd Viii Ft Vest U.s Eqt Recent Activity Decreased -2.17%	3.11%	$11.588M 327,156 shares@ $35.42 avg price	Decreased -2.17%
SPLGSpdr Portfolio S&p 500 Etf Recent Activity Increased 48.26%	3.01%	$11.205M 165,969 shares@ $67.52 avg price	Increased 48.26%
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	New Position
NFTYFirst Tr Exch Trd Alphdx Fd Ii India Nfty50 Eqw Recent Activity Increased 25.26%	2.04%	$7.593M 117,098 shares@ $64.84 avg price	Increased 25.26%
AAPLApple Inc Recent Activity Decreased -1.41%	1.97%	$7.33M 31,460 shares@ $233.0 avg price	Decreased -1.41%
PLDPrologis Inc. Com Recent Activity Decreased -0.46%	1.68%	$6.253M 49,519 shares@ $126.28 avg price	Decreased -0.46%
UAUGInnovator Etfs Trust Us Eqt Ultra Bf Recent Activity Increased 1.61%	1.58%	$5.875M 167,723 shares@ $35.03 avg price	Increased 1.61%