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
$189M
AUM Growth
+$24.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
689
New
Increased
Reduced
Closed

Top Buys

1
+$5.7M
2
+$1.13M
3
+$821K
4
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$609K
5
EXR icon
Extra Space Storage
EXR
+$556K

Top Sells

1
+$1.36M
2
+$689K
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
376
$23K 0.01%
428
377
$22K 0.01%
1,000
378
$22K 0.01%
204
379
$22K 0.01%
+255
380
$22K 0.01%
163
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381
$22K 0.01%
+500
382
$21K 0.01%
500
-5,000
383
$21K 0.01%
650
384
$21K 0.01%
+573
385
$20K 0.01%
+436
386
$20K 0.01%
550
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387
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+534
388
$18K 0.01%
363
389
$18K 0.01%
350
390
$18K 0.01%
115
391
$18K 0.01%
1,000
392
$18K 0.01%
+312
393
$18K 0.01%
+214
394
$17K 0.01%
409
395
$17K 0.01%
200
396
$16K 0.01%
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397
$16K 0.01%
247
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120
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399
$16K 0.01%
150
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400
$15K 0.01%
257
+154
14 15
16
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