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
$189M
AUM Growth
+$24.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
689
New
Increased
Reduced
Closed

Top Buys

1
+$5.77M
2
+$1.13M
3
+$842K
4
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$617K
5
MDT icon
Medtronic
MDT
+$557K

Top Sells

1
+$1.25M
2
+$1.04M
3
+$638K
4
SMG icon
ScottsMiracle-Gro
SMG
+$540K
5
TTE icon
TotalEnergies
TTE
+$520K

Sector Composition

1 Healthcare 7.7%
2 Technology 7.36%
3 Financials 7.16%
4 Energy 5.32%
5 Industrials 4.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$74K 0.04%
906
227
$72K 0.04%
8,265
+2,200
228
$72K 0.04%
1,735
-65
229
$71K 0.04%
+2,641
230
$70K 0.04%
475
231
$69K 0.04%
359
+285
232
$68K 0.04%
2,082
+1,016
233
$67K 0.04%
2,400
+1,650
234
$67K 0.04%
563
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235
$66K 0.03%
747
+333
236
$64K 0.03%
750
237
$63K 0.03%
750
238
$62K 0.03%
+1,161
239
$61K 0.03%
1,333
-1
240
$60K 0.03%
1,520
241
$60K 0.03%
1,641
242
$60K 0.03%
+600
243
$59K 0.03%
908
244
$57K 0.03%
+370
245
$56K 0.03%
1,052
246
$56K 0.03%
+308
247
$55K 0.03%
917
248
$52K 0.03%
1,407
249
$52K 0.03%
+812
250
$52K 0.03%
1,158
+744
8 9
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