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
451
$9K ﹤0.01%
500
+300
452
$9K ﹤0.01%
+162
453
$9K ﹤0.01%
158
454
$9K ﹤0.01%
100
455
$9K ﹤0.01%
+200
456
$9K ﹤0.01%
98
457
$8K ﹤0.01%
39
458
$8K ﹤0.01%
146
459
$8K ﹤0.01%
298
-483
460
$8K ﹤0.01%
76
+19
461
$8K ﹤0.01%
300
-132
462
$7K ﹤0.01%
841
463
$7K ﹤0.01%
+285
464
$7K ﹤0.01%
+138
465
$7K ﹤0.01%
287
466
$7K ﹤0.01%
80
467
$7K ﹤0.01%
300
468
$7K ﹤0.01%
100
469
$7K ﹤0.01%
142
470
$7K ﹤0.01%
82
-27
471
$7K ﹤0.01%
643
+443
472
$7K ﹤0.01%
105
473
$7K ﹤0.01%
73
474
$6K ﹤0.01%
135
-11,250
475
$6K ﹤0.01%
+165
17 18
19
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