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
426
$2K ﹤0.01%
100
427
$2K ﹤0.01%
52
428
$2K ﹤0.01%
62
+34
429
$2K ﹤0.01%
10
430
$2K ﹤0.01%
47
-61
431
$2K ﹤0.01%
23
432
$2K ﹤0.01%
30
433
$2K ﹤0.01%
117
434
$2K ﹤0.01%
40
435
$2K ﹤0.01%
54
436
$2K ﹤0.01%
100
437
$2K ﹤0.01%
22
438
$2K ﹤0.01%
33
439
$2K ﹤0.01%
70
440
$2K ﹤0.01%
100
441
$2K ﹤0.01%
12
-14
442
$2K ﹤0.01%
33
443
$2K ﹤0.01%
+37
444
$2K ﹤0.01%
82
445
$2K ﹤0.01%
65
446
$2K ﹤0.01%
19
447
$2K ﹤0.01%
400
448
$2K ﹤0.01%
300
449
$2K ﹤0.01%
100
450
$1K ﹤0.01%
30
16 17
18
19 20