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
426
$12K 0.01%
200
427
$12K 0.01%
+221
428
$12K 0.01%
91
+7
429
$12K 0.01%
68
430
$11K 0.01%
230
+200
431
$11K 0.01%
50
432
$11K 0.01%
277
433
$11K 0.01%
667
434
$11K 0.01%
+200
435
$11K 0.01%
50
436
$11K 0.01%
553
437
$11K 0.01%
5,000
+3,000
438
$11K 0.01%
500
439
$10K 0.01%
311
440
$10K 0.01%
195
441
$10K 0.01%
174
442
$10K 0.01%
+208
443
$10K 0.01%
+200
444
$10K 0.01%
+120
445
$10K 0.01%
+95
446
$10K 0.01%
+1,382
447
$10K 0.01%
108
448
$9K ﹤0.01%
54
449
$9K ﹤0.01%
174
450
$9K ﹤0.01%
83
16 17
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