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AIC

Archer Investment Corporation Portfolio holdings

AUM $469M
1-Year Est. Return 19.11%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.11%
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
676
$198 ﹤0.01%
8
677
$185 ﹤0.01%
8
678
$116 ﹤0.01%
50
679
$110 ﹤0.01%
20
680
$107 ﹤0.01%
11
681
$104 ﹤0.01%
3
682
$90 ﹤0.01%
40
683
$86 ﹤0.01%
15
684
$71 ﹤0.01%
16
685
$33 ﹤0.01%
5
-1
686
$17 ﹤0.01%
344
687
– –
-300
688
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-500
689
– –
-100
690
– –
-1,525
691
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-413
692
– –
-100
693
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-7,000
694
– –
-5,629
695
– –
-11,690
696
– –
-100
697
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-646
698
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-40
699
– –
-3,033
700
– –
-50
26 27
28
29 30