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
$148M
AUM Growth
+$33.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
542
New
Increased
Reduced
Closed

Top Buys

1
+$6.01M
2
+$3.4M
3
+$3.25M
4
FLOT icon
iShares Floating Rate Bond ETF
FLOT
+$1.25M
5
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$1.13M

Top Sells

1
+$2.61M
2
+$1.21M
3
+$738K
4
DD icon
DuPont de Nemours
DD
+$383K
5
ORLY icon
O'Reilly Automotive
ORLY
+$381K

Sector Composition

1 Technology 7.92%
2 Healthcare 6.99%
3 Financials 6.91%
4 Energy 6.22%
5 Industrials 5.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$373K 0.25%
2,147
-221
102
$372K 0.25%
1,853
+100
103
$363K 0.25%
1,840
104
$361K 0.24%
4,545
+106
105
$358K 0.24%
3,850
-550
106
$357K 0.24%
18,250
+1,250
107
$356K 0.24%
1,300
108
$354K 0.24%
2,800
+300
109
$351K 0.24%
7,000
110
$349K 0.24%
8,180
+4,120
111
$345K 0.23%
+5,500
112
$345K 0.23%
4,500
113
$344K 0.23%
2,619
+291
114
$340K 0.23%
6,800
115
$337K 0.23%
3,900
-2,100
116
$337K 0.23%
4,390
117
$333K 0.22%
2,800
118
$331K 0.22%
9,061
+21
119
$330K 0.22%
5,510
120
$328K 0.22%
7,400
121
$323K 0.22%
2,000
122
$320K 0.22%
2,500
+500
123
$320K 0.22%
3,500
-600
124
$319K 0.22%
6,000
+1,400
125
$318K 0.21%
5,541
+3,691
3 4
5
6 7