AIC

Archer Investment Corporation Portfolio holdings

AUM $419M
1-Year Est. Return 14.14%
This Quarter Est. Return
1 Year Est. Return
+14.14%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$114M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
494
New
Increased
Reduced
Closed

Top Buys

1
+$7.94M
2
+$6.99M
3
+$2.93M
4
TIP icon
iShares TIPS Bond ETF
TIP
+$2.89M
5
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$2.33M

Top Sells

No sells this quarter

Sector Composition

1 Healthcare 8.78%
2 Technology 8.48%
3 Financials 8.29%
4 Industrials 6.31%
5 Energy 6.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.04M 0.91%
+8,042
27
$948K 0.83%
+9,337
28
$932K 0.82%
+17,840
29
$929K 0.81%
+7,090
30
$909K 0.8%
+6,944
31
$896K 0.78%
+15,939
32
$892K 0.78%
+6,760
33
$874K 0.77%
+9,484
34
$831K 0.73%
+11,204
35
$799K 0.7%
+3,050
36
$788K 0.69%
+4,175
37
$722K 0.63%
+15,390
38
$706K 0.62%
+6,468
39
$700K 0.61%
+11,699
40
$685K 0.6%
+7,450
41
$675K 0.59%
+29,400
42
$671K 0.59%
+43,625
43
$671K 0.59%
+6,072
44
$656K 0.57%
+7,350
45
$653K 0.57%
+7,736
46
$649K 0.57%
+4,600
47
$630K 0.55%
+12,125
48
$621K 0.54%
+9,267
49
$614K 0.54%
+5,390
50
$597K 0.52%
+24,273
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