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

Top Sells

1
+$46.7M
2
+$9.03M
3
+$4.26M
4
HYS icon
PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund
HYS
+$1.48M
5
AMZN icon
Amazon
AMZN
+$562K

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
551
$0 ﹤0.01%
40
552
– –
-25,000
553
$0 ﹤0.01%
+7
554
$0 ﹤0.01%
+4
555
$0 ﹤0.01%
2
556
– –
-200
557
– –
-300
558
– –
-650
559
$0 ﹤0.01%
2
560
$0 ﹤0.01%
400
561
$0 ﹤0.01%
35,000
562
$0 ﹤0.01%
10,000
563
– –
-59
19 20 21 22
23