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

Top Buys

1
+$1.8M
2
+$1.74M
3
+$1.5M
4
FVD icon
First Trust Value Line Dividend Fund
FVD
+$1.06M
5
CVS icon
CVS Health
CVS
+$880K

Top Sells

1
+$3.4M
2
+$1.5M
3
+$530K
4
MPC icon
Marathon Petroleum
MPC
+$439K
5
BMY icon
Bristol-Myers Squibb
BMY
+$381K

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
351
$8K 0.01%
+149
352
$7K ﹤0.01%
510
353
$7K ﹤0.01%
414
-40
354
$7K ﹤0.01%
83
355
$7K ﹤0.01%
450
356
$7K ﹤0.01%
72
357
$7K ﹤0.01%
500
358
$7K ﹤0.01%
+300
359
$7K ﹤0.01%
98
360
$7K ﹤0.01%
97
361
$7K ﹤0.01%
50
362
$7K ﹤0.01%
500
363
$6K ﹤0.01%
395
+85
364
$6K ﹤0.01%
3,005
-300
365
$6K ﹤0.01%
200
366
$6K ﹤0.01%
300
367
$6K ﹤0.01%
100
368
$6K ﹤0.01%
165
369
$6K ﹤0.01%
103
370
$6K ﹤0.01%
866
371
$6K ﹤0.01%
+50
372
$6K ﹤0.01%
100
373
$6K ﹤0.01%
80
374
$5K ﹤0.01%
+100
375
$5K ﹤0.01%
170
13 14
15
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