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
501
$8.93K ﹤0.01%
600
502
$8.7K ﹤0.01%
102
503
$8.45K ﹤0.01%
162
504
$8.28K ﹤0.01%
100
505
$8.27K ﹤0.01%
200
506
$8.27K ﹤0.01%
90
507
$8.03K ﹤0.01%
475
+100
508
$8.01K ﹤0.01%
58
-37
509
$7.95K ﹤0.01%
158
510
$7.93K ﹤0.01%
217
511
$7.88K ﹤0.01%
83
512
$7.7K ﹤0.01%
+38
513
$7.64K ﹤0.01%
130
514
$7.25K ﹤0.01%
200
515
$7.11K ﹤0.01%
+335
516
$6.96K ﹤0.01%
103
-127
517
$6.96K ﹤0.01%
60
518
$6.93K ﹤0.01%
+284
519
$6.89K ﹤0.01%
+53
520
$6.88K ﹤0.01%
4
+2
521
$6.84K ﹤0.01%
+287
522
$6.71K ﹤0.01%
445
+65
523
$6.67K ﹤0.01%
+435
524
$6.65K ﹤0.01%
114
525
$6.59K ﹤0.01%
66
-315