ARCHER INVESTMENT CORP

http://www.famcpainc.com/services.html CARMEL, IN Investment Advisor How do I update this listing?

Archer Investment Corp is based out of Carmel. Archer Investment Corp is a large advisory firm with 2032 clients and discretionary assets under management (AUM) of $422,000,000 (Form ADV from 2020-03-10). Their last reported 13F filing for Q1 2020 included $148,869,000 in managed 13F securities and a top 10 holdings concentration of 35.58%. Archer Investment Corp's largest holding is JPMorgan Ultra-Short Income ETF with shares held of 208,893. Whalewisdom has at least 6 13F filings

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03/31/2020

13F Activity

  • Market Value $148.877 Million
  • Prior Market Value $189.399 Million
  • New Purchases49 stocks
  • Additional Purchases143 stocks
  • Sold out of56 stocks
  • Reduced holdings in87 stocks
  • Top 10 Holdings % 35.58 %
  • Turnover % [1]:16.80%
  • Turnover Alt % [2]: 25.14 %
  • Time Held Top20:1.45 quarters
  • Time Held Top10:1.30 quarters
  • Time Held All:1.65 quarters

[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.

[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.

03/31/2020

13F Sector Allocation Over Time

Portfolio Performance

Top 20 equal-weighted holdings. Performance numbers calculated through 2020-05-15

Performance for Q1 2020: 19.79%
Performance Last 4 Quarters: -2.2%
Performance Metrics
Stats are not available for the latest quarter

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*Shares are split adjusted

View Last Form Adv Compilation Report on Record

ARCHER INVESTMENT CORPORATION
9000 KEYSTONE CROSSING SUITE 630
INDIANAPOLIS IN    46240
Country: United States

Business Phone: 317-581-5664
Fax: 317-581-1812
Professional Investment Advisor Data
SEC Registration as : Large Advisory Firm,Investment advisor to an investment company
Form of Organization: Corporation
Organized in: IN
Number of employees: 85
Other Business Activities: accountant or accounting firm
Advisor Fees/Compensation: Percentage of assets under management
Amount of client funds and securities:
Total Number of Clients: 2032
Amount of client funds and securities by related persons:
Total Number of clients from related persons:
Disclosures:
Data above was derived from SEC filings.

Active Schedule 13D and 13G events

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ARCHER INVESTMENT CORPORATION

ownership team - last updated 2020-03-10
Name Title Start Date Direct/Indirect % Ownership

ARCHER INVESTMENT CORPORATION

ownership team - last updated 2019-10-01
Name Title Start Date Direct/Indirect % Ownership
PATTON, TROY, CARTER PRESIDENT/CHIEF COMPLIANCE OFFICER 06/01/2005 Direct 75% or more
Fund Name Position direct/indirect start date end date
ARCHER INVESTMENT CORPORATION PRESIDENT/CHIEF COMPLIANCE OFFICER direct 2005-06-01
ARCHER INVESTMENT CORPORATION PRESIDENT direct 2005-06-01

ARCHER INVESTMENT CORPORATION

ownership team - last updated 2019-09-16
Name Title Start Date Direct/Indirect % Ownership
PATTON, TROY, CARTER PRESIDENT/CHIEF COMPLIANCE OFFICER 06/01/2005 Direct 75% or more
Fund Name Position direct/indirect start date end date
ARCHER INVESTMENT CORPORATION PRESIDENT/CHIEF COMPLIANCE OFFICER direct 2005-06-01
ARCHER INVESTMENT CORPORATION PRESIDENT direct 2005-06-01

ARCHER INVESTMENT CORPORATION

ownership team - last updated 2019-05-02
Name Title Start Date Direct/Indirect % Ownership
PATTON, TROY, CARTER PRESIDENT/CHIEF COMPLIANCE OFFICER 06/01/2005 Direct 75% or more
Fund Name Position direct/indirect start date end date
ARCHER INVESTMENT CORPORATION PRESIDENT/CHIEF COMPLIANCE OFFICER direct 2005-06-01
ARCHER INVESTMENT CORPORATION PRESIDENT direct 2005-06-01

ARCHER INVESTMENT CORPORATION

ownership team - last updated 2019-03-19
Name Title Start Date Direct/Indirect % Ownership
PATTON, TROY, CARTER PRESIDENT/CHIEF COMPLIANCE OFFICER 06/01/2005 Direct 75% or more
Fund Name Position direct/indirect start date end date
ARCHER INVESTMENT CORPORATION PRESIDENT/CHIEF COMPLIANCE OFFICER direct 2005-06-01
ARCHER INVESTMENT CORPORATION PRESIDENT direct 2005-06-01

ARCHER INVESTMENT CORPORATION

ownership team - last updated 2018-12-10
Name Title Start Date Direct/Indirect % Ownership
PATTON, TROY, CARTER PRESIDENT/CHIEF COMPLIANCE OFFICER 06/01/2005 Direct 75% or more
Fund Name Position direct/indirect start date end date
ARCHER INVESTMENT CORPORATION PRESIDENT/CHIEF COMPLIANCE OFFICER direct 2005-06-01
ARCHER INVESTMENT CORPORATION PRESIDENT direct 2005-06-01

ARCHER INVESTMENT CORPORATION

ownership team - last updated 2018-06-20
Name Title Start Date Direct/Indirect % Ownership
PATTON, TROY, CARTER PRESIDENT/CHIEF COMPLIANCE OFFICER 06/01/2005 Direct 75% or more
Fund Name Position direct/indirect start date end date
ARCHER INVESTMENT CORPORATION PRESIDENT/CHIEF COMPLIANCE OFFICER direct 2005-06-01
ARCHER INVESTMENT CORPORATION PRESIDENT direct 2005-06-01

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