AIC

Archer Investment Corporation Portfolio holdings

AUM $443M
1-Year Est. Return 16.91%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.91%
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
651
$1.08K ﹤0.01%
37
652
$1.07K ﹤0.01%
+115
653
$1.03K ﹤0.01%
300
654
$933 ﹤0.01%
16
655
$911 ﹤0.01%
95
656
$863 ﹤0.01%
132
657
$818 ﹤0.01%
21
658
$802 ﹤0.01%
40
659
$770 ﹤0.01%
14
660
$757 ﹤0.01%
35
661
$658 ﹤0.01%
17
-53
662
$648 ﹤0.01%
19
663
$640 ﹤0.01%
8
664
$511 ﹤0.01%
12
665
$488 ﹤0.01%
68
666
$484 ﹤0.01%
16
667
– –
0
668
$474 ﹤0.01%
30
669
$446 ﹤0.01%
8
-4
670
$390 ﹤0.01%
9
671
$290 ﹤0.01%
122
672
$258 ﹤0.01%
40
-2
673
– –
0
674
$212 ﹤0.01%
9
675
$200 ﹤0.01%
38
25 26
27
28 29