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
101
$433K 0.23%
3,800
+490
102
$430K 0.23%
4,711
103
$429K 0.23%
14,700
104
$424K 0.22%
3,850
105
$423K 0.22%
1,840
106
$423K 0.22%
5,110
+210
107
$422K 0.22%
1,300
108
$419K 0.22%
4,400
-600
109
$419K 0.22%
5,000
110
$417K 0.22%
7,000
-116
111
$412K 0.22%
8,100
+8,000
112
$412K 0.22%
10,000
+1,167
113
$410K 0.22%
4,330
114
$400K 0.21%
12,293
+1,402
115
$391K 0.21%
14,335
+2,435
116
$387K 0.2%
4,099
117
$383K 0.2%
+6,555
118
$381K 0.2%
6,480
+480
119
$380K 0.2%
9,500
120
$380K 0.2%
3,900
121
$379K 0.2%
2,200
122
$377K 0.2%
5,510
-2,400
123
$376K 0.2%
+16,000
124
$370K 0.2%
12,700
+2,700
125
$366K 0.19%
10,000
3 4
5
6 7