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
$189M
AUM Growth
+$24.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
689
New
Increased
Reduced
Closed

Top Buys

1
+$5.77M
2
+$1.13M
3
+$842K
4
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$617K
5
MDT icon
Medtronic
MDT
+$557K

Top Sells

1
+$1.25M
2
+$1.04M
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
526
$3K ﹤0.01%
50
527
$3K ﹤0.01%
50
528
$3K ﹤0.01%
49
529
$3K ﹤0.01%
100
530
$3K ﹤0.01%
16
531
$3K ﹤0.01%
200
532
$3K ﹤0.01%
2,805
-200
533
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300
534
$3K ﹤0.01%
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535
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536
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537
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17
-27
540
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75
541
$2K ﹤0.01%
100
542
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33
543
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400
545
$2K ﹤0.01%
+30
546
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23
-900
547
$2K ﹤0.01%
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548
$2K ﹤0.01%
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549
$2K ﹤0.01%
10
550
$2K ﹤0.01%
34
20 21
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23 24