AIC

Archer Investment Corporation Portfolio holdings

AUM $443M
1-Year Est. Return 16.92%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.92%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$211M
AUM Growth
+$18.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
782
New
Increased
Reduced
Closed

Top Buys

1 +$5.75M
2 +$3.45M
3 +$1.66M
4
STZ icon
Constellation Brands
STZ
+$1.38M
5
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$964K

Top Sells

1 +$9.23M
2 +$5.17M
3 +$1.41M
4
INTC icon
Intel
INTC
+$1.12M
5
FLOT icon
iShares Floating Rate Bond ETF
FLOT
+$1.04M

Sector Composition

1 Technology 9.67%
2 Healthcare 9.37%
3 Financials 6.08%
4 Industrials 5.11%
5 Consumer Discretionary 4.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
476
$11.5K 0.01%
50
-50
477
$11.5K 0.01%
200
478
$11.5K 0.01%
+1,184
479
$11.3K 0.01%
841
480
$11.3K 0.01%
+240
481
$11.1K 0.01%
+222
482
$10.8K 0.01%
174
483
$10.7K 0.01%
335
484
$10.6K 0.01%
305
485
$10.6K 0.01%
+290
486
$10.5K 0.01%
456
-250
487
$10.3K ﹤0.01%
73
488
$10.3K ﹤0.01%
208
489
$10.1K ﹤0.01%
44
490
$10.1K ﹤0.01%
17
+7
491
$10.1K ﹤0.01%
250
492
$10K ﹤0.01%
200
493
$9.96K ﹤0.01%
+1,024
494
$9.94K ﹤0.01%
108
495
$9.82K ﹤0.01%
300
496
$9.81K ﹤0.01%
142
497
$9.74K ﹤0.01%
648
498
$9.68K ﹤0.01%
84
499
$9.28K ﹤0.01%
160
500
$8.94K ﹤0.01%
1,050