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
1
$11.2M 5.91%
182,993
+1,646
2
$10.6M 5.57%
152,999
+1,771
3
$10.2M 5.38%
202,009
+5,697
4
$6.57M 3.47%
326,308
+286,511
5
$5.56M 2.94%
63,165
+7,003
6
$4.91M 2.59%
96,299
+22,108
7
$4.57M 2.41%
39,447
-647
8
$3.93M 2.07%
53,416
+3,512
9
$3.65M 1.93%
29,283
-1,374
10
$3.48M 1.84%
100,974
-5,742
11
$3.45M 1.82%
10,719
-47
12
$2.66M 1.4%
35,799
-700
13
$2.16M 1.14%
14,354
+5,586
14
$2.06M 1.09%
14,822
+1,122
15
$2M 1.06%
13,867
+745
16
$1.9M 1%
30,760
17
$1.84M 0.97%
62,558
+7,544
18
$1.82M 0.96%
20,926
+354
19
$1.68M 0.89%
79,225
-400
20
$1.62M 0.86%
15,335
+32
21
$1.58M 0.84%
7,257
+165
22
$1.58M 0.83%
15,544
+1,449
23
$1.5M 0.79%
12,427
+284
24
$1.47M 0.78%
19,671
+479
25
$1.46M 0.77%
7,100
+212
1
2 3 4 5