AIC

Archer Investment Corporation Portfolio holdings

AUM $443M
1-Year Est. Return 16.91%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.91%
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
+$5.7M
2
+$1.13M
3
+$821K
4
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$609K
5
EXR icon
Extra Space Storage
EXR
+$556K

Top Sells

1
+$1.36M
2
+$689K
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
501
$5K ﹤0.01%
114
502
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503
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504
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+50
505
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167
506
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507
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508
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+30
509
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510
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44
511
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+100
512
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29
-140
513
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100
515
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+100
516
$3K ﹤0.01%
430
517
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293
-34
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519
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+200
520
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521
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522
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523
$3K ﹤0.01%
+100
524
$3K ﹤0.01%
49
-4
525
$3K ﹤0.01%
+120
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