AIC
Archer Investment Corporation Portfolio holdings
AUM $419M
1-Year Return
14.14%
This Quarter Return
+5.99%
1 Year Return
+14.14%
3 Year Return
+51.46%
5 Year Return
+90.19%
10 Year Return
–
AUM
$189M
AUM Growth
+$24.1M
(+15%)
Cap. Flow
+$17.7M
Cap. Flow
% of AUM
9.36%
Top 10 Holdings %
Top 10 Hldgs %
34.11%
Holding
689
New
157
Increased
143
Reduced
58
Closed
56
Top Buys
| 1 |
First Trust Preferred Securities and Income ETF
FPE
|
+$5.77M |
| 2 |
iShares Floating Rate Bond ETF
FLOT
|
+$1.13M |
| 3 |
Microsoft
MSFT
|
+$842K |
| 4 |
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
|
+$617K |
| 5 |
Medtronic
MDT
|
+$557K |
Top Sells
| 1 |
Boeing
BA
|
+$1.25M |
| 2 |
iShares Russell 1000 Growth ETF
IWF
|
+$1.04M |
| 3 |
KLA
KLAC
|
+$638K |
| 4 |
ScottsMiracle-Gro
SMG
|
+$540K |
| 5 |
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% |