AIC

Archer Investment Corporation Portfolio holdings

AUM $443M
1-Year Est. Return 16.91%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.91%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$419M
AUM Growth
+$33.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,222
New
Increased
Reduced
Closed

Top Buys

1
+$2.02M
2
+$1.74M
3
+$879K
4
QQQ icon
Invesco QQQ Trust
QQQ
+$725K
5
JBND icon
JPMorgan Active Bond ETF
JBND
+$661K

Top Sells

1
+$1.48M
2
+$513K
3
+$508K
4
MDT icon
Medtronic
MDT
+$420K
5
PSX icon
Phillips 66
PSX
+$389K

Sector Composition

1 Technology 7.75%
2 Financials 5.24%
3 Healthcare 4.77%
4 Industrials 4.63%
5 Communication Services 2.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$184K 0.04%
3,495
277
$183K 0.04%
823
278
$179K 0.04%
1,125
-1,645
279
$179K 0.04%
4,000
280
$179K 0.04%
7,277
+32
281
$178K 0.04%
1,980
-1,950
282
$178K 0.04%
1,900
283
$177K 0.04%
3,350
+1
284
$176K 0.04%
1,536
285
$175K 0.04%
6,048
+9
286
$174K 0.04%
5,700
287
$170K 0.04%
1,910
+2
288
$169K 0.04%
215
289
$169K 0.04%
690
+40
290
$166K 0.04%
380
+20
291
$165K 0.04%
4,926
+2
292
$164K 0.04%
4,100
293
$162K 0.04%
900
+50
294
$161K 0.04%
1,912
+1
295
$160K 0.04%
2,203
296
$158K 0.04%
1,399
297
$158K 0.04%
1,111
-3
298
$157K 0.04%
356
299
$156K 0.04%
3,002
+124
300
$156K 0.04%
1,110
+50
10 11
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