AIC

Archer Investment Corporation Portfolio holdings

AUM $469M
1-Year Est. Return 19.11%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.11%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$157M
AUM Growth
+$8.97M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
558
New
Increased
Reduced
Closed

Top Sells

1 +$3.44M
2 +$1.5M
3 +$525K
4
MPC icon
Marathon Petroleum
MPC
+$409K
5
BMY icon
Bristol-Myers Squibb
BMY
+$391K

Sector Composition

1 Healthcare 7.48%
2 Financials 7.29%
3 Technology 7.15%
4 Energy 5.75%
5 Industrials 5.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
501
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502
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503
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504
-14,786
505
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506
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508
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509
0
510
$0 ﹤0.01%
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511
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512
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514
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$0 ﹤0.01%
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519
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520
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522
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523
-6,700
524
-3
525
$0 ﹤0.01%
40