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
$247M
AUM Growth
-$35.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
852
New
Increased
Reduced
Closed

Top Buys

1
+$646K
2
+$631K
3
+$487K
4
UGI icon
UGI
UGI
+$463K
5
FJUN icon
FT Vest US Equity Buffer ETF June
FJUN
+$397K

Top Sells

1
+$1.93M
2
+$1.93M
3
+$777K
4
ACC
American Campus Communities, Inc.
ACC
+$765K
5
FPE icon
First Trust Preferred Securities and Income ETF
FPE
+$550K

Sector Composition

1 Healthcare 9.42%
2 Technology 8.12%
3 Industrials 4.97%
4 Financials 4.89%
5 Real Estate 4.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$149K 0.06%
3,400
227
$146K 0.06%
1,891
-127
228
$141K 0.06%
4,025
229
$141K 0.06%
1,031
230
$140K 0.06%
1,416
+14
231
$139K 0.06%
2,022
232
$136K 0.05%
689
233
$136K 0.05%
1,575
+907
234
$135K 0.05%
2,183
235
$133K 0.05%
5,140
236
$132K 0.05%
567
-100
237
$131K 0.05%
7,144
+1,890
238
$129K 0.05%
1,570
239
$127K 0.05%
650
240
$123K 0.05%
924
241
$122K 0.05%
1,800
242
$121K 0.05%
2,902
+19
243
$120K 0.05%
1,545
+136
244
$117K 0.05%
1,310
245
$117K 0.05%
5,877
246
$116K 0.05%
1,580
247
$111K 0.04%
1,749
+1,733
248
$110K 0.04%
968
249
$109K 0.04%
505
250
$108K 0.04%
2,276
8 9
10
11 12