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
551
$5.41K ﹤0.01%
65
552
$5.36K ﹤0.01%
36
553
$5.28K ﹤0.01%
157
-409
554
$5.28K ﹤0.01%
167
555
$5.24K ﹤0.01%
60
-74
556
$5.17K ﹤0.01%
73
557
$5.15K ﹤0.01%
83
-154
558
$5.11K ﹤0.01%
310
559
$5.1K ﹤0.01%
400
560
$5.05K ﹤0.01%
100
561
$5.04K ﹤0.01%
100
562
$5.03K ﹤0.01%
52
563
$5.02K ﹤0.01%
44
564
$4.98K ﹤0.01%
167
565
$4.96K ﹤0.01%
+140
566
$4.88K ﹤0.01%
16
567
$4.77K ﹤0.01%
28
568
$4.65K ﹤0.01%
35
+25
569
$4.58K ﹤0.01%
10
570
$4.42K ﹤0.01%
+42
571
$4.4K ﹤0.01%
+100
572
$4.39K ﹤0.01%
299
573
$4.22K ﹤0.01%
+125
574
$4.16K ﹤0.01%
56
575
$4.15K ﹤0.01%
63
21 22
23
24 25