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
26
$1.44M 0.76%
30,107
+1,405
27
$1.32M 0.69%
19,640
+1,640
28
$1.28M 0.68%
3,287
+50
29
$1.28M 0.67%
3,918
-3,849
30
$1.21M 0.64%
14,300
+1,350
31
$1.21M 0.64%
33,457
+444
32
$1.2M 0.63%
4,012
-213
33
$1.18M 0.62%
31,627
+691
34
$1.14M 0.6%
18,592
+158
35
$1.12M 0.59%
7,414
+1,914
36
$1.12M 0.59%
5,959
-194
37
$1.1M 0.58%
7,494
-745
38
$1.05M 0.55%
7,203
+228
39
$1M 0.53%
7,329
+1,000
40
$975K 0.51%
12,980
+400
41
$948K 0.5%
4,500
42
$938K 0.5%
5,300
+800
43
$924K 0.49%
7,397
-234
44
$889K 0.47%
9,435
+260
45
$884K 0.47%
8,721
-233
46
$855K 0.45%
19,410
47
$835K 0.44%
10,452
+1,142
48
$793K 0.42%
20,031
+2,754
49
$785K 0.41%
6,490
50
$778K 0.41%
8,303
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