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
176
$191K 0.1%
2,380
177
$179K 0.09%
2,600
178
$171K 0.09%
700
179
$167K 0.09%
1,433
+585
180
$164K 0.09%
3,100
181
$161K 0.09%
3,600
182
$159K 0.08%
+1,326
183
$157K 0.08%
+5,000
184
$155K 0.08%
+2,356
185
$153K 0.08%
900
186
$151K 0.08%
3,402
187
$147K 0.08%
3,336
+3,196
188
$144K 0.08%
8,000
189
$142K 0.08%
4,344
+244
190
$140K 0.07%
1,884
-36
191
$136K 0.07%
1,085
+485
192
$132K 0.07%
3,507
+50
193
$129K 0.07%
680
194
$127K 0.07%
+433
195
$125K 0.07%
642
+5
196
$121K 0.06%
1,857
+372
197
$118K 0.06%
1,694
+772
198
$118K 0.06%
+1,308
199
$117K 0.06%
764
+114
200
$116K 0.06%
2,622
6 7
8
9 10