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
76
$595K 0.31%
6,350
+1,000
77
$593K 0.31%
2,000
+1,674
78
$593K 0.31%
9,600
79
$575K 0.3%
16,326
+939
80
$570K 0.3%
18,030
-340
81
$569K 0.3%
10,283
-26
82
$545K 0.29%
7,833
+599
83
$539K 0.28%
+5,100
84
$534K 0.28%
4,941
+700
85
$529K 0.28%
3,000
86
$528K 0.28%
5,633
+498
87
$523K 0.28%
17,957
+6,900
88
$517K 0.27%
20,000
+4,000
89
$516K 0.27%
8,200
90
$512K 0.27%
3,584
+892
91
$488K 0.26%
10,016
92
$482K 0.25%
15,970
+1,000
93
$480K 0.25%
2,285
+200
94
$467K 0.25%
7,800
95
$466K 0.25%
4,427
+32
96
$461K 0.24%
1,820
+100
97
$453K 0.24%
5,407
-972
98
$448K 0.24%
3,268
+169
99
$441K 0.23%
10,980
+2,300
100
$439K 0.23%
1,484
+352
2 3
4
5 6