AIC

Archer Investment Corporation Portfolio holdings

AUM $419M
1-Year Est. Return 14.14%
This Quarter Est. Return
1 Year Est. Return
+14.14%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$148M
AUM Growth
+$33.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
542
New
Increased
Reduced
Closed

Top Buys

1
+$6.01M
2
+$3.4M
3
+$3.25M
4
FLOT icon
iShares Floating Rate Bond ETF
FLOT
+$1.25M
5
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$1.13M

Top Sells

1
+$2.61M
2
+$1.21M
3
+$738K
4
DD icon
DuPont de Nemours
DD
+$383K
5
ORLY icon
O'Reilly Automotive
ORLY
+$381K

Sector Composition

1 Technology 7.92%
2 Healthcare 6.99%
3 Financials 6.91%
4 Energy 6.22%
5 Industrials 5.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$704K 0.48%
8,303
+1,103
52
$670K 0.45%
5,626
-6,196
53
$643K 0.43%
5,390
54
$625K 0.42%
11,500
55
$611K 0.41%
24,633
+360
56
$600K 0.41%
5,000
+4,900
57
$579K 0.39%
9,310
58
$578K 0.39%
12,125
59
$578K 0.39%
9,680
+2,500
60
$577K 0.39%
6,990
+300
61
$573K 0.39%
15,592
+14,000
62
$570K 0.39%
4,411
-78
63
$562K 0.38%
3,040
+130
64
$549K 0.37%
16,902
65
$548K 0.37%
11,379
+339
66
$548K 0.37%
9,600
67
$541K 0.37%
18,000
68
$518K 0.35%
1,821
+1,221
69
$513K 0.35%
5,760
-620
70
$513K 0.35%
2,854
+1,835
71
$510K 0.34%
4,192
+2,000
72
$508K 0.34%
3,000
73
$506K 0.34%
7,650
+700
74
$501K 0.34%
8,649
75
$492K 0.33%
5,350
1 2
3
4 5