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
$165M
AUM Growth
+$8.33M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
588
New
Increased
Reduced
Closed

Top Buys

1
+$10.3M
2
+$4.61M
3
+$1.43M
4
DFS
Discover Financial Services
DFS
+$939K
5
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$841K

Top Sells

1
+$46.7M
2
+$9.03M
3
+$4.26M
4
HYS icon
PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund
HYS
+$1.48M
5
AMZN icon
Amazon
AMZN
+$562K

Sector Composition

1 Technology 7.35%
2 Healthcare 7.04%
3 Financials 6.78%
4 Energy 6.19%
5 Industrials 4.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$704K 0.43%
24,633
52
$697K 0.42%
4,300
53
$683K 0.41%
17,277
+375
54
$670K 0.41%
11,500
55
$663K 0.4%
3,090
+50
56
$643K 0.39%
9,310
57
$638K 0.39%
4,000
58
$636K 0.38%
10,805
+3,150
59
$636K 0.38%
9,600
60
$635K 0.38%
6,736
61
$633K 0.38%
5,300
62
$630K 0.38%
11,379
63
$622K 0.38%
8,239
+800
64
$611K 0.37%
4,395
-16
65
$610K 0.37%
15,592
66
$589K 0.36%
6,660
+3,380
67
$581K 0.35%
7,910
+2,400
68
$567K 0.34%
3,150
+1,800
69
$561K 0.34%
10,309
70
$548K 0.33%
3,000
71
$540K 0.33%
5,300
72
$531K 0.32%
1,780
+5
73
$530K 0.32%
2,809
74
$520K 0.31%
10,000
+1,500
75
$514K 0.31%
6,490
1 2
3
4 5