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
26
$1.27M 0.81%
7,712
+775
27
$1.26M 0.8%
10,143
28
$1.14M 0.72%
6,500
+2,000
29
$1.1M 0.7%
4,175
30
$1.09M 0.69%
6,928
-16
31
$1.07M 0.68%
18,700
+1,211
32
$1.06M 0.68%
8,620
-363
33
$1.06M 0.68%
+31,500
34
$1.05M 0.67%
6,055
-65
35
$979K 0.62%
8,926
+1,326
36
$969K 0.62%
17,900
+860
37
$950K 0.61%
3,117
38
$943K 0.6%
12,449
+300
39
$861K 0.55%
43,625
40
$831K 0.53%
4,500
41
$830K 0.53%
19,700
-4,150
42
$790K 0.5%
16,503
+675
43
$784K 0.5%
6,329
44
$764K 0.49%
9,104
-100
45
$749K 0.48%
12,580
46
$742K 0.47%
9,175
47
$727K 0.46%
4,300
48
$711K 0.45%
8,303
49
$671K 0.43%
11,500
50
$670K 0.43%
5,390
1
2
3 4 5