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
$157M
AUM Growth
+$8.97M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
558
New
Increased
Reduced
Closed

Top Buys

1
+$1.8M
2
+$1.74M
3
+$1.5M
4
FVD icon
First Trust Value Line Dividend Fund
FVD
+$1.06M
5
CVS icon
CVS Health
CVS
+$880K

Top Sells

1
+$3.4M
2
+$1.5M
3
+$530K
4
MPC icon
Marathon Petroleum
MPC
+$439K
5
BMY icon
Bristol-Myers Squibb
BMY
+$381K

Sector Composition

1 Healthcare 7.48%
2 Financials 7.29%
3 Technology 7.15%
4 Energy 5.75%
5 Industrials 5.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$24K 0.02%
479
+25
277
$24K 0.02%
+186
278
$24K 0.02%
414
+26
279
$24K 0.02%
350
280
$23K 0.01%
1,000
281
$23K 0.01%
88
+65
282
$23K 0.01%
650
283
$22K 0.01%
1,000
284
$22K 0.01%
300
285
$22K 0.01%
775
286
$21K 0.01%
428
287
$21K 0.01%
204
288
$21K 0.01%
526
289
$21K 0.01%
408
+20
290
$20K 0.01%
700
291
$20K 0.01%
100
292
$19K 0.01%
150
293
$19K 0.01%
+240
294
$18K 0.01%
500
295
$18K 0.01%
700
-1,149
296
$18K 0.01%
350
297
$18K 0.01%
+139
298
$18K 0.01%
25,000
+23,750
299
$17K 0.01%
1,650
300
$17K 0.01%
1,000
10 11
12
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