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
201
$113K 0.06%
1,020
202
$112K 0.06%
900
+750
203
$109K 0.06%
1,737
204
$107K 0.06%
640
205
$104K 0.05%
2,323
+372
206
$101K 0.05%
6,739
+1,540
207
$100K 0.05%
1,316
208
$100K 0.05%
2,256
+1,918
209
$99K 0.05%
+3,778
210
$97K 0.05%
595
+95
211
$96K 0.05%
1,500
212
$95K 0.05%
1,774
+1,066
213
$91K 0.05%
1,084
+300
214
$91K 0.05%
+5,000
215
$91K 0.05%
627
+42
216
$86K 0.05%
1,604
217
$84K 0.04%
1,716
218
$83K 0.04%
3,188
219
$83K 0.04%
276
220
$82K 0.04%
640
-50
221
$81K 0.04%
+3,256
222
$78K 0.04%
4,450
223
$78K 0.04%
1,294
-404
224
$77K 0.04%
3,600
225
$75K 0.04%
2,938
+1,763
7 8
9
10 11