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
576
$1K ﹤0.01%
10
577
$1K ﹤0.01%
24
578
$1K ﹤0.01%
200
579
$1K ﹤0.01%
12
580
$1K ﹤0.01%
+16
581
$1K ﹤0.01%
+29
582
$1K ﹤0.01%
+100
583
$1K ﹤0.01%
10
584
$1K ﹤0.01%
17
585
$1K ﹤0.01%
+40
586
$1K ﹤0.01%
40
587
$1K ﹤0.01%
+19
588
$1K ﹤0.01%
+200
589
$1K ﹤0.01%
100
590
$0 ﹤0.01%
3
591
– –
-15
592
– –
-510
593
– –
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594
$0 ﹤0.01%
+9
595
– –
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596
$0 ﹤0.01%
8
597
– –
-71
598
$0 ﹤0.01%
90
599
– –
-8,450
600
– –
-7,000
22 23
24
25 26