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
251
$52K 0.03%
2,000
252
$50K 0.03%
100
253
$50K 0.03%
1,644
254
$50K 0.03%
+497
255
$50K 0.03%
550
256
$50K 0.03%
1,200
257
$49K 0.03%
600
258
$49K 0.03%
400
259
$47K 0.02%
164
+32
260
$47K 0.02%
586
261
$47K 0.02%
761
262
$47K 0.02%
17
263
$46K 0.02%
1,825
-20
264
$46K 0.02%
413
265
$46K 0.02%
+1,785
266
$45K 0.02%
152
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267
$45K 0.02%
1,343
-73
268
$44K 0.02%
+844
269
$43K 0.02%
293
270
$43K 0.02%
331
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271
$43K 0.02%
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272
$42K 0.02%
260
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273
$42K 0.02%
418
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274
$42K 0.02%
740
-23
275
$41K 0.02%
+733
9 10
11
12 13