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
626
$1.93K ﹤0.01%
40
627
$1.9K ﹤0.01%
22
628
$1.9K ﹤0.01%
82
629
$1.79K ﹤0.01%
33
630
$1.76K ﹤0.01%
1,000
631
$1.75K ﹤0.01%
500
632
$1.7K ﹤0.01%
+50
633
$1.67K ﹤0.01%
100
634
$1.65K ﹤0.01%
10
635
$1.61K ﹤0.01%
184
636
$1.58K ﹤0.01%
+9
637
$1.57K ﹤0.01%
49
638
$1.46K ﹤0.01%
20
+3
639
$1.39K ﹤0.01%
36
640
$1.39K ﹤0.01%
+219
641
$1.35K ﹤0.01%
+15
642
$1.33K ﹤0.01%
200
643
$1.32K ﹤0.01%
24
644
$1.32K ﹤0.01%
16
645
$1.32K ﹤0.01%
20
646
$1.23K ﹤0.01%
75
647
$1.22K ﹤0.01%
45
+1
648
$1.19K ﹤0.01%
+89
649
$1.17K ﹤0.01%
100
650
$1.14K ﹤0.01%
+34
24 25
26
27 28