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

Top Sells

1 +$3.44M
2 +$1.5M
3 +$525K
4
MPC icon
Marathon Petroleum
MPC
+$409K
5
BMY icon
Bristol-Myers Squibb
BMY
+$391K

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
301
$16K 0.01%
750
302
$16K 0.01%
100
303
$16K 0.01%
584
-3,288
304
$16K 0.01%
409
305
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306
$16K 0.01%
115
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$14K 0.01%
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269
+27
309
$14K 0.01%
127
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310
$14K 0.01%
299
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$14K 0.01%
249
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312
$14K 0.01%
247
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$14K 0.01%
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400
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$13K 0.01%
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318
$13K 0.01%
84
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$13K 0.01%
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$12K 0.01%
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$12K 0.01%
110
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$12K 0.01%
648
324
$12K 0.01%
100
325
$12K 0.01%
391
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