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
$189M
AUM Growth
+$24.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
689
New
Increased
Reduced
Closed

Top Buys

1
+$5.77M
2
+$1.13M
3
+$842K
4
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$617K
5
MDT icon
Medtronic
MDT
+$557K

Top Sells

1
+$1.25M
2
+$1.04M
3
+$638K
4
SMG icon
ScottsMiracle-Gro
SMG
+$540K
5
TTE icon
TotalEnergies
TTE
+$520K

Sector Composition

1 Healthcare 7.7%
2 Technology 7.36%
3 Financials 7.16%
4 Energy 5.32%
5 Industrials 4.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$777K 0.41%
4,300
52
$741K 0.39%
5,390
53
$739K 0.39%
5,776
+250
54
$731K 0.39%
12,380
+1,575
55
$709K 0.37%
2,803
-4,125
56
$702K 0.37%
7,580
+2,360
57
$702K 0.37%
12,500
+1,000
58
$683K 0.36%
24,633
59
$675K 0.36%
11,379
60
$674K 0.36%
2,976
+1,023
61
$671K 0.35%
5,218
-82
62
$653K 0.34%
15,513
-79
63
$645K 0.34%
17,516
+513
64
$644K 0.34%
14,060
+5,411
65
$643K 0.34%
7,310
+650
66
$638K 0.34%
7,214
+1,270
67
$638K 0.34%
5,729
+1,000
68
$627K 0.33%
5,200
+1,700
69
$621K 0.33%
3,150
70
$621K 0.33%
2,923
+114
71
$617K 0.33%
3,120
+30
72
$611K 0.32%
1,890
+110
73
$611K 0.32%
5,385
+4,912
74
$604K 0.32%
6,232
-504
75
$602K 0.32%
7,433
+2,888
1 2
3
4 5