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
151
$275K 0.15%
5,400
+1,500
152
$270K 0.14%
9,360
-200
153
$270K 0.14%
3,168
154
$265K 0.14%
4,547
-42
155
$261K 0.14%
2,509
+501
156
$260K 0.14%
2,170
+10
157
$254K 0.13%
5,084
+283
158
$253K 0.13%
2,728
-50
159
$251K 0.13%
11,000
+10,000
160
$249K 0.13%
13,450
161
$246K 0.13%
2,685
+1,556
162
$244K 0.13%
9,627
163
$243K 0.13%
3,778
+53
164
$235K 0.12%
5,450
165
$234K 0.12%
11,000
166
$231K 0.12%
+3,460
167
$230K 0.12%
+1,829
168
$228K 0.12%
3,818
+954
169
$227K 0.12%
1,373
+35
170
$217K 0.11%
3,931
+586
171
$216K 0.11%
3,393
+1,808
172
$213K 0.11%
1,288
+1,018
173
$211K 0.11%
8,486
+1,314
174
$200K 0.11%
4,000
175
$193K 0.1%
3,850
-50
5 6
7
8 9