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
601
$3.07K ﹤0.01%
66
+2
602
$3K ﹤0.01%
50
603
$2.99K ﹤0.01%
49
604
$2.98K ﹤0.01%
430
605
$2.92K ﹤0.01%
52
606
$2.87K ﹤0.01%
68
-43
607
$2.87K ﹤0.01%
49
608
$2.8K ﹤0.01%
45
609
$2.76K ﹤0.01%
+100
610
$2.66K ﹤0.01%
10
611
$2.56K ﹤0.01%
30
612
$2.55K ﹤0.01%
135
613
$2.55K ﹤0.01%
47
-61
614
$2.51K ﹤0.01%
+98
615
$2.47K ﹤0.01%
+430
616
$2.42K ﹤0.01%
39
617
$2.38K ﹤0.01%
30
618
$2.37K ﹤0.01%
200
619
$2.33K ﹤0.01%
50
620
$2.3K ﹤0.01%
233
621
$2.29K ﹤0.01%
50
622
$2.27K ﹤0.01%
24
623
$2.26K ﹤0.01%
100
624
$2.21K ﹤0.01%
109
625
$2K ﹤0.01%
37