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
$237M
AUM Growth
-$9.86M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
853
New
Increased
Reduced
Closed

Top Buys

1
+$698K
2
+$566K
3
+$545K
4
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$529K
5
UAPR icon
Innovator US Equity Ultra Buffer ETF April
UAPR
+$482K

Top Sells

1
+$486K
2
+$383K
3
+$332K
4
VTRS icon
Viatris
VTRS
+$300K
5
MMM icon
3M
MMM
+$276K

Sector Composition

1 Healthcare 8.94%
2 Technology 7.78%
3 Financials 4.82%
4 Industrials 4.6%
5 Real Estate 3.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$144K 0.06%
2,022
227
$143K 0.06%
3,750
228
$143K 0.06%
314
+1
229
$141K 0.06%
4,579
230
$138K 0.06%
1,684
231
$137K 0.06%
1,891
232
$135K 0.06%
2,566
-11
233
$130K 0.05%
689
234
$128K 0.05%
11,401
+3,936
235
$126K 0.05%
5,140
236
$126K 0.05%
2,183
237
$123K 0.05%
7,144
238
$116K 0.05%
1,800
239
$114K 0.05%
1,545
240
$113K 0.05%
924
241
$113K 0.05%
4,025
242
$113K 0.05%
492
-75
243
$111K 0.05%
505
244
$109K 0.05%
968
245
$107K 0.05%
1,301
-9
246
$107K 0.05%
5,877
247
$104K 0.04%
1,575
248
$102K 0.04%
1,350
249
$101K 0.04%
2,276
250
$101K 0.04%
750
8 9
10
11 12