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
526
$6.51K ﹤0.01%
107
527
$6.46K ﹤0.01%
248
-55,022
528
$6.43K ﹤0.01%
+69
529
$6.42K ﹤0.01%
+368
530
$6.36K ﹤0.01%
88
531
$6.21K ﹤0.01%
57
532
$6.17K ﹤0.01%
13
533
$6.16K ﹤0.01%
115
-23
534
$6.07K ﹤0.01%
+230
535
$6.06K ﹤0.01%
57
536
$6.04K ﹤0.01%
332
537
$5.99K ﹤0.01%
+915
538
$5.98K ﹤0.01%
285
539
$5.9K ﹤0.01%
+275
540
$5.77K ﹤0.01%
50
541
$5.74K ﹤0.01%
100
542
$5.72K ﹤0.01%
+115
543
$5.7K ﹤0.01%
79
544
$5.67K ﹤0.01%
148
545
$5.64K ﹤0.01%
76
-97
546
$5.53K ﹤0.01%
+235
547
$5.45K ﹤0.01%
50
548
$5.42K ﹤0.01%
100
549
$5.42K ﹤0.01%
287
550
$5.41K ﹤0.01%
72