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
326
$136K 0.03%
1,524
-74
327
$136K 0.03%
420
328
$135K 0.03%
1,608
-69
329
$135K 0.03%
479
-17
330
$133K 0.03%
2,900
331
$133K 0.03%
1,175
+100
332
$130K 0.03%
1,307
333
$130K 0.03%
800
334
$130K 0.03%
1,423
335
$128K 0.03%
5,877
336
$125K 0.03%
6,000
337
$125K 0.03%
+586
338
$124K 0.03%
521
339
$122K 0.03%
2,428
-700
340
$122K 0.03%
15,999
-3,000
341
$121K 0.03%
+2,015
342
$121K 0.03%
3,300
+300
343
$121K 0.03%
1,352
+100
344
$120K 0.03%
7,650
+750
345
$118K 0.03%
646
+1
346
$117K 0.03%
3,152
+314
347
$117K 0.03%
2,325
348
$116K 0.03%
3,650
349
$115K 0.03%
2,075
350
$113K 0.03%
2,250
+100
12 13
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