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
$165M
AUM Growth
+$8.33M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
588
New
Increased
Reduced
Closed

Top Buys

1
+$10.3M
2
+$4.61M
3
+$1.43M
4
DFS
Discover Financial Services
DFS
+$939K
5
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$841K

Top Sells

1
+$46.7M
2
+$9.03M
3
+$4.26M
4
HYS icon
PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund
HYS
+$1.48M
5
AMZN icon
Amazon
AMZN
+$562K

Sector Composition

1 Technology 7.35%
2 Healthcare 7.04%
3 Financials 6.78%
4 Energy 6.19%
5 Industrials 4.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$80K 0.05%
640
202
$79K 0.05%
906
-380
203
$79K 0.05%
4,450
204
$78K 0.05%
5,199
+1,695
205
$78K 0.05%
585
206
$76K 0.05%
326
+26
207
$76K 0.05%
500
208
$75K 0.05%
1,638
+690
209
$74K 0.04%
690
+240
210
$72K 0.04%
600
211
$71K 0.04%
1,800
+1,735
212
$68K 0.04%
17
213
$66K 0.04%
750
214
$66K 0.04%
784
215
$66K 0.04%
276
216
$64K 0.04%
750
-750
217
$62K 0.04%
923
218
$61K 0.04%
+1,161
219
$60K 0.04%
475
-2,600
220
$60K 0.04%
922
221
$57K 0.03%
1,052
222
$56K 0.03%
6,065
223
$55K 0.03%
1,334
+1
224
$55K 0.03%
917
+817
225
$55K 0.03%
600
7 8
9
10 11