AIC

Archer Investment Corporation Portfolio holdings

AUM $443M
1-Year Est. Return 13.8%
This Quarter Est. Return
1 Year Est. Return
+13.8%
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 +$4.61M
3 +$1.43M
4
DFS
Discover Financial Services
DFS
+$939K
5
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$841K

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
526
$0 ﹤0.01%
+3
527
$0 ﹤0.01%
8
528
-2,503
529
$0 ﹤0.01%
7
-25
530
-10
531
-200
532
-15,000
533
-1,000
534
-100
535
-7,000
536
0
537
-95
538
-750
539
-100
540
$0 ﹤0.01%
50
541
-41
542
-54
543
-414
544
-96
545
-391
546
-104
547
-70
548
-261
549
-500
550
$0 ﹤0.01%
+51