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
476
$6K ﹤0.01%
108
477
$6K ﹤0.01%
+96
478
$6K ﹤0.01%
100
-100
479
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480
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50
482
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483
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300
484
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485
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108
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486
$6K ﹤0.01%
310
487
$6K ﹤0.01%
167
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$6K ﹤0.01%
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489
$5K ﹤0.01%
100
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+82
491
$5K ﹤0.01%
100
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106
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299
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$5K ﹤0.01%
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497
$5K ﹤0.01%
58
498
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88
499
$5K ﹤0.01%
125
+47
500
$5K ﹤0.01%
+120
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