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
$114M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
494
New
Increased
Reduced
Closed

Top Buys

1
+$7.94M
2
+$6.99M
3
+$2.93M
4
TIP icon
iShares TIPS Bond ETF
TIP
+$2.89M
5
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$2.33M

Top Sells

No sells this quarter

Sector Composition

1 Healthcare 8.78%
2 Technology 8.48%
3 Financials 8.29%
4 Industrials 6.31%
5 Energy 6.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$7.94M 6.95%
+86,868
2
$6.99M 6.12%
+134,070
3
$2.93M 2.56%
+113,001
4
$2.89M 2.53%
+26,423
5
$2.33M 2.04%
+28,696
6
$2.08M 1.82%
+8,319
7
$1.72M 1.51%
+43,708
8
$1.71M 1.5%
+17,469
9
$1.68M 1.47%
+33,266
10
$1.58M 1.38%
+38,208
11
$1.48M 1.29%
+15,109
12
$1.47M 1.28%
+20,100
13
$1.39M 1.21%
+8,068
14
$1.34M 1.17%
+12,227
15
$1.28M 1.12%
+25,565
16
$1.25M 1.09%
+28,799
17
$1.16M 1.01%
+3,589
18
$1.16M 1.01%
+26,620
19
$1.11M 0.98%
+19,623
20
$1.11M 0.97%
+51,590
21
$1.11M 0.97%
+6,882
22
$1.1M 0.96%
+16,774
23
$1.08M 0.95%
+28,360
24
$1.08M 0.94%
+15,541
25
$1.06M 0.93%
+9,743
1
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