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
126
$365K 0.19%
8,870
-975
127
$362K 0.19%
1,700
128
$360K 0.19%
6,800
129
$359K 0.19%
5,600
-1,500
130
$356K 0.19%
5,430
+355
131
$355K 0.19%
2,400
132
$355K 0.19%
2,500
133
$352K 0.19%
8,200
+1,000
134
$351K 0.19%
25,000
+2,000
135
$347K 0.18%
10,900
-100
136
$344K 0.18%
9,000
+1,300
137
$343K 0.18%
7,400
138
$340K 0.18%
+1
139
$338K 0.18%
9,000
140
$336K 0.18%
4,288
141
$336K 0.18%
+17,500
142
$335K 0.18%
2,800
143
$329K 0.17%
9,500
+1,000
144
$316K 0.17%
4,500
145
$307K 0.16%
2,000
146
$306K 0.16%
30,100
+5,000
147
$284K 0.15%
3,900
148
$282K 0.15%
1,920
149
$276K 0.15%
+1,581
150
$275K 0.15%
2,350
4 5
6
7 8