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
$148M
AUM Growth
+$33.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
542
New
Increased
Reduced
Closed

Top Buys

1
+$6.01M
2
+$3.4M
3
+$3.25M
4
FLOT icon
iShares Floating Rate Bond ETF
FLOT
+$1.25M
5
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$1.13M

Top Sells

1
+$2.61M
2
+$1.21M
3
+$738K
4
DD icon
DuPont de Nemours
DD
+$383K
5
ORLY icon
O'Reilly Automotive
ORLY
+$381K

Sector Composition

1 Technology 7.92%
2 Healthcare 6.99%
3 Financials 6.91%
4 Energy 6.22%
5 Industrials 5.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$12.5M 8.43%
119,424
+32,556
2
$7.3M 4.93%
145,052
+119,487
3
$6.78M 4.58%
113,701
-20,369
4
$3.96M 2.67%
65,964
+54,265
5
$3.61M 2.44%
41,754
+13,058
6
$3.06M 2.07%
10,850
+2,531
7
$3.04M 2.05%
112,126
-875
8
$2.95M 1.99%
57,930
+24,664
9
$2.83M 1.91%
25,833
+8,364
10
$2.25M 1.52%
48,008
+4,300
11
$1.59M 1.08%
20,100
12
$1.57M 1.06%
8,198
+130
13
$1.56M 1.06%
38,840
+632
14
$1.55M 1.05%
28,702
-97
15
$1.52M 1.03%
15,472
+8,122
16
$1.5M 1.01%
14,786
+10,535
17
$1.48M 1%
14,722
-387
18
$1.41M 0.96%
60,466
+8,876
19
$1.38M 0.93%
3,624
+35
20
$1.37M 0.93%
12,377
+150
21
$1.29M 0.87%
27,160
+540
22
$1.26M 0.85%
6,937
+55
23
$1.25M 0.84%
10,143
+400
24
$1.24M 0.83%
19,192
-431
25
$1.19M 0.8%
8,485
+443
1
2 3 4 5