AIC
Archer Investment Corporation Portfolio holdings
AUM
$419M
This Quarter Return
-4.5%
1 Year Return
+14.14%
3 Year Return
+51.46%
5 Year Return
+90.19%
10 Year Return
–
AUM
$237M
AUM Growth
+$237M
(-4%)
Cap. Flow
+$5.36M
Cap. Flow
% of AUM
2.26%
Top 10 Holdings %
Top 10 Hldgs %
30.95%
Holding
853
New
24
Increased
104
Reduced
101
Closed
22
Top Buys
Top Sells
| 1 |
iShares MSCI EAFE ETF
EFA
|
$486K |
| 2 |
Garmin
GRMN
|
$383K |
| 3 |
FedEx
FDX
|
$332K |
| 4 |
Viatris
VTRS
|
$300K |
| 5 |
3M
MMM
|
$276K |
Sector Composition
| 1 | Healthcare | 8.94% |
| 2 | Technology | 7.78% |
| 3 | Financials | 4.82% |
| 4 | Industrials | 4.6% |
| 5 | Real Estate | 3.93% |