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
326
$33K 0.02%
+769
327
$33K 0.02%
+511
328
$33K 0.02%
+430
329
$33K 0.02%
+413
330
$33K 0.02%
+95
331
$33K 0.02%
+481
332
$33K 0.02%
+793
333
$33K 0.02%
+111
334
$33K 0.02%
+163
335
$33K 0.02%
+2,183
336
$33K 0.02%
+220
337
$33K 0.02%
+709
338
$33K 0.02%
506
339
$33K 0.02%
+329
340
$33K 0.02%
+731
341
$33K 0.02%
700
342
$33K 0.02%
+242
343
$33K 0.02%
+552
344
$32K 0.02%
256
345
$32K 0.02%
200
346
$32K 0.02%
+550
347
$32K 0.02%
+288
348
$31K 0.02%
+639
349
$31K 0.02%
290
350
$30K 0.02%
831
12 13
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