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
$165M
AUM Growth
+$8.33M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
588
New
Increased
Reduced
Closed

Top Buys

1
+$10.3M
2
+$4.61M
3
+$1.43M
4
DFS
Discover Financial Services
DFS
+$939K
5
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$841K

Top Sells

1
+$46.7M
2
+$9.03M
3
+$4.26M
4
HYS icon
PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund
HYS
+$1.48M
5
AMZN icon
Amazon
AMZN
+$562K

Sector Composition

1 Technology 7.35%
2 Healthcare 7.04%
3 Financials 6.78%
4 Energy 6.19%
5 Industrials 4.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.26M 0.76%
3,237
+120
27
$1.23M 0.74%
6,888
28
$1.22M 0.74%
8,768
+148
29
$1.15M 0.7%
33,013
+1,513
30
$1.15M 0.69%
4,225
+50
31
$1.11M 0.67%
18,434
-266
32
$1.1M 0.67%
6,928
33
$1.1M 0.66%
18,000
+100
34
$1.06M 0.64%
6,153
+98
35
$1.05M 0.64%
30,936
-8,432
36
$1.05M 0.64%
12,950
+11,578
37
$949K 0.57%
7,631
-1,295
38
$927K 0.56%
12,580
39
$902K 0.55%
6,975
-2,760
40
$876K 0.53%
17,003
+500
41
$868K 0.53%
6,329
42
$866K 0.52%
4,500
43
$841K 0.51%
8,954
-150
44
$827K 0.5%
19,410
-290
45
$801K 0.48%
5,500
-2,212
46
$788K 0.48%
9,175
47
$766K 0.46%
5,390
48
$761K 0.46%
4,500
-2,000
49
$708K 0.43%
8,303
50
$704K 0.43%
5,526
+163
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