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
301
$33K 0.02%
+381
302
$33K 0.02%
+787
303
$33K 0.02%
+845
304
$33K 0.02%
+468
305
$33K 0.02%
+589
306
$33K 0.02%
+315
307
$33K 0.02%
+204
308
$33K 0.02%
+1,183
309
$33K 0.02%
+113
310
$33K 0.02%
+480
311
$33K 0.02%
+124
312
$33K 0.02%
+89
313
$33K 0.02%
+722
314
$33K 0.02%
512
315
$33K 0.02%
977
-184
316
$33K 0.02%
625
317
$33K 0.02%
+190
318
$33K 0.02%
+224
319
$33K 0.02%
+1,141
320
$33K 0.02%
+752
321
$33K 0.02%
+159
322
$33K 0.02%
+405
323
$33K 0.02%
+204
324
$33K 0.02%
+156
325
$33K 0.02%
+435
11 12
13
14 15