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
276
$40K 0.02%
+454
277
$39K 0.02%
231
+173
278
$39K 0.02%
+660
279
$39K 0.02%
+1,276
280
$39K 0.02%
1,395
281
$38K 0.02%
200
+160
282
$38K 0.02%
692
283
$38K 0.02%
+1,000
284
$36K 0.02%
+166
285
$36K 0.02%
+175
286
$35K 0.02%
2,089
+1,300
287
$35K 0.02%
+691
288
$34K 0.02%
+325
289
$34K 0.02%
+301
290
$34K 0.02%
468
291
$34K 0.02%
+901
292
$34K 0.02%
+1,600
293
$34K 0.02%
+627
294
$34K 0.02%
797
+537
295
$34K 0.02%
+212
296
$34K 0.02%
688
+629
297
$34K 0.02%
+160
298
$34K 0.02%
+42
299
$34K 0.02%
566
300
$33K 0.02%
+692
10 11
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