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
76
$513K 0.31%
11,385
-95
77
$511K 0.31%
7,234
-5,215
78
$507K 0.31%
18,370
+370
79
$503K 0.3%
8,649
80
$498K 0.3%
11,057
+6,257
81
$497K 0.3%
6,379
-1,251
82
$484K 0.29%
4,729
83
$481K 0.29%
5,350
84
$461K 0.28%
7,100
85
$458K 0.28%
7,800
86
$455K 0.28%
5,135
87
$453K 0.27%
5,220
-6,480
88
$452K 0.27%
4,711
-437
89
$451K 0.27%
2,085
+1,500
90
$451K 0.27%
10,016
91
$450K 0.27%
5,944
-617,262
92
$449K 0.27%
15,387
+1,310
93
$448K 0.27%
5,000
94
$439K 0.27%
4,241
+50
95
$431K 0.26%
1,720
+470
96
$415K 0.25%
14,970
97
$407K 0.25%
16,000
98
$407K 0.25%
1,840
99
$406K 0.25%
1,953
+100
100
$399K 0.24%
3,099
+36
2 3
4
5 6