AIC

Archer Investment Corporation Portfolio holdings

AUM $419M
1-Year Est. Return 14.14%
This Quarter Est. Return
1 Year Est. Return
+14.14%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$192M
AUM Growth
+$15.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
706
New
Increased
Reduced
Closed

Top Sells

1 +$1.48M
2 +$1.46M
3 +$444K
4
XOM icon
Exxon Mobil
XOM
+$400K
5
USB icon
US Bancorp
USB
+$376K

Sector Composition

1 Technology 10.4%
2 Healthcare 8.9%
3 Financials 5.63%
4 Consumer Discretionary 4.99%
5 Industrials 4.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$585K 0.3%
+5,235
77
$578K 0.3%
12,500
78
$573K 0.3%
4,926
79
$563K 0.29%
11,413
80
$561K 0.29%
6,879
+399
81
$556K 0.29%
16,210
+13,022
82
$544K 0.28%
4,925
+3,899
83
$537K 0.28%
9,300
84
$528K 0.27%
2,535
85
$521K 0.27%
+1,063
86
$518K 0.27%
8,881
87
$503K 0.26%
5,680
+569
88
$502K 0.26%
6,232
89
$500K 0.26%
3,408
90
$497K 0.26%
2,100
91
$477K 0.25%
17,823
+1,323
92
$477K 0.25%
4,043
+157
93
$473K 0.25%
41,000
94
$470K 0.24%
12,900
-1,000
95
$469K 0.24%
1,940
-65
96
$465K 0.24%
4,400
97
$462K 0.24%
3,097
+2,425
98
$459K 0.24%
16,799
+279
99
$452K 0.23%
3,909
100
$451K 0.23%
2,707