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
$165M
AUM Growth
+$8.33M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
588
New
Increased
Reduced
Closed

Top Buys

1 +$10.3M
2 +$1.43M
3 +$1.43M
4
DFS
Discover Financial Services
DFS
+$956K
5
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$842K

Sector Composition

1 Technology 7.35%
2 Healthcare 7.04%
3 Financials 6.78%
4 Energy 6.19%
5 Industrials 4.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
501
$0 ﹤0.01%
15
502
-300
503
-650
504
$0 ﹤0.01%
2
505
$0 ﹤0.01%
400
506
$0 ﹤0.01%
+4
507
-200
508
-55
509
-15,000
510
-1,000
511
-100
512
-2,800
513
$0 ﹤0.01%
+3
514
$0 ﹤0.01%
+8
515
$0 ﹤0.01%
71
516
$0 ﹤0.01%
3
517
-140
518
$0 ﹤0.01%
90
519
-5,300
520
-100
521
-200
522
-62
523
$0 ﹤0.01%
40
524
-165
525
$0 ﹤0.01%
31