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
$237M
AUM Growth
-$9.86M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
853
New
Increased
Reduced
Closed

Top Sells

1 +$486K
2 +$383K
3 +$332K
4
VTRS icon
Viatris
VTRS
+$300K
5
MMM icon
3M
MMM
+$276K

Sector Composition

1 Healthcare 8.94%
2 Technology 7.78%
3 Financials 4.82%
4 Industrials 4.6%
5 Real Estate 3.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
176
$276K 0.12%
2,444
+680
177
$269K 0.11%
7,393
-244
178
$268K 0.11%
11,450
+2,030
179
$268K 0.11%
4,052
-273
180
$266K 0.11%
3,155
-799
181
$264K 0.11%
2,181
+1,150
182
$259K 0.11%
5,910
183
$259K 0.11%
11,065
184
$256K 0.11%
2,969
-1,400
185
$252K 0.11%
10,000
+4,500
186
$228K 0.1%
2,176
+2
187
$227K 0.1%
1,829
188
$224K 0.09%
16,657
+6,300
189
$223K 0.09%
3,752
+36
190
$222K 0.09%
1,301
+1
191
$214K 0.09%
2,614
+1,629
192
$208K 0.09%
5,711
-243
193
$206K 0.09%
7,000
194
$204K 0.09%
900
195
$202K 0.09%
6,445
-242
196
$201K 0.08%
685
-75
197
$200K 0.08%
2,960
198
$197K 0.08%
3,599
+82
199
$196K 0.08%
5,866
-65
200
$189K 0.08%
3,100