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
351
$30K 0.02%
+627
352
$30K 0.02%
1,500
353
$30K 0.02%
930
354
$30K 0.02%
94
355
$30K 0.02%
60
356
$29K 0.02%
1,056
+706
357
$29K 0.02%
5,000
-400
358
$29K 0.02%
+600
359
$28K 0.01%
262
+200
360
$27K 0.01%
+197
361
$27K 0.01%
+485
362
$27K 0.01%
186
363
$26K 0.01%
500
364
$26K 0.01%
+857
365
$26K 0.01%
834
366
$26K 0.01%
500
367
$25K 0.01%
+595
368
$25K 0.01%
350
369
$24K 0.01%
+722
370
$24K 0.01%
479
371
$23K 0.01%
300
372
$23K 0.01%
526
373
$23K 0.01%
100
374
$23K 0.01%
+496
375
$23K 0.01%
+648
13 14
15
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