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
$282M
AUM Growth
-$12.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
889
New
Increased
Reduced
Closed

Top Buys

1
+$2.36M
2
+$623K
3
+$521K
4
NRG icon
NRG Energy
NRG
+$505K
5
WBA
Walgreens Boots Alliance
WBA
+$501K

Top Sells

1
+$906K
2
+$741K
3
+$714K
4
XLNX
Xilinx Inc
XLNX
+$594K
5
ETN icon
Eaton
ETN
+$555K

Sector Composition

1 Technology 8.85%
2 Healthcare 8.49%
3 Financials 4.96%
4 Industrials 4.84%
5 Real Estate 4.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.14M 0.76%
41,169
+877
27
$2.11M 0.75%
43,248
+5,965
28
$2.07M 0.73%
12,669
-1,791
29
$2.05M 0.73%
42,213
+5,659
30
$1.83M 0.65%
6,710
31
$1.77M 0.63%
10,543
32
$1.76M 0.62%
21,109
-1,170
33
$1.71M 0.6%
10,960
-80
34
$1.68M 0.6%
7,379
+50
35
$1.65M 0.59%
7,446
-317
36
$1.65M 0.58%
16,387
-163
37
$1.65M 0.58%
26,180
-1,000
38
$1.58M 0.56%
7,120
+804
39
$1.54M 0.54%
80,577
-1,635
40
$1.52M 0.54%
7,852
41
$1.47M 0.52%
5,440
-400
42
$1.45M 0.51%
8,872
-89
43
$1.45M 0.51%
7,009
44
$1.45M 0.51%
11,000
45
$1.44M 0.51%
19,582
-1,500
46
$1.43M 0.51%
3,251
+38
47
$1.41M 0.5%
40,787
-3,060
48
$1.4M 0.5%
25,671
+1,395
49
$1.39M 0.49%
14,539
+242
50
$1.38M 0.49%
54,230
-2,880
1
2
3 4 5