AIC

Archer Investment Corporation Portfolio holdings

AUM $443M
1-Year Est. Return 13.8%
This Quarter Est. Return
1 Year Est. Return
+13.8%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$157M
AUM Growth
+$8.97M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
558
New
Increased
Reduced
Closed

Top Buys

1
+$1.8M
2
+$1.74M
3
+$1.5M
4
FVD icon
First Trust Value Line Dividend Fund
FVD
+$1.06M
5
CVS icon
CVS Health
CVS
+$880K

Top Sells

1
+$3.4M
2
+$1.5M
3
+$530K
4
MPC icon
Marathon Petroleum
MPC
+$439K
5
BMY icon
Bristol-Myers Squibb
BMY
+$381K

Sector Composition

1 Healthcare 7.48%
2 Financials 7.29%
3 Technology 7.15%
4 Energy 5.75%
5 Industrials 5.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$667K 0.42%
5,363
-263
52
$652K 0.42%
9,310
53
$639K 0.41%
5,300
+300
54
$637K 0.41%
6,736
-1,000
55
$623K 0.4%
16,902
56
$610K 0.39%
24,633
57
$600K 0.38%
7,439
+4,400
58
$598K 0.38%
7,630
-6,763
59
$596K 0.38%
15,592
60
$596K 0.38%
11,379
61
$594K 0.38%
3,040
62
$560K 0.36%
4,411
63
$548K 0.35%
9,600
64
$545K 0.35%
3,000
65
$542K 0.35%
11,700
+5,940
66
$540K 0.34%
5,350
67
$525K 0.33%
2,809
-45
68
$523K 0.33%
1,775
-46
69
$523K 0.33%
5,300
70
$522K 0.33%
10,309
71
$518K 0.33%
18,000
72
$515K 0.33%
8,649
73
$501K 0.32%
6,490
-500
74
$498K 0.32%
7,655
-47
75
$485K 0.31%
11,480
+45
1 2
3
4 5