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
$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
151
$263K 0.18%
8,500
152
$263K 0.18%
2,350
153
$261K 0.18%
9,560
+315
154
$257K 0.17%
+1,350
155
$254K 0.17%
13,450
156
$248K 0.17%
+2,250
157
$244K 0.16%
3,280
-600
158
$238K 0.16%
1,274
159
$236K 0.16%
2,160
+160
160
$233K 0.16%
2,000
161
$232K 0.16%
2,670
-850
162
$230K 0.16%
15,000
+2,500
163
$226K 0.15%
1,040
-50
164
$226K 0.15%
3,039
165
$222K 0.15%
4,225
166
$221K 0.15%
1,445
+988
167
$220K 0.15%
9,000
168
$216K 0.15%
5,570
+2,820
169
$216K 0.15%
+5,500
170
$212K 0.14%
11,000
171
$209K 0.14%
+1,300
172
$201K 0.14%
9,627
173
$200K 0.14%
4,000
174
$199K 0.13%
5,500
175
$176K 0.12%
2,380
5 6
7
8 9