AIC

Archer Investment Corporation Portfolio holdings

AUM $419M
1-Year Est. Return 14.14%
This Quarter Est. Return
1 Year Est. Return
+14.14%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$258M
AUM Growth
+$20.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
880
New
Increased
Reduced
Closed

Top Buys

1
+$5.65M
2
+$1.48M
3
+$1.19M
4
FTCS icon
First Trust Capital Strength ETF
FTCS
+$567K
5
BIL icon
SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$484K

Top Sells

1
+$5.29M
2
+$916K
3
+$856K
4
USEP icon
Innovator US Equity Ultra Buffer ETF September
USEP
+$794K
5
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$616K

Sector Composition

1 Healthcare 9.24%
2 Technology 7.53%
3 Financials 5.06%
4 Industrials 4.96%
5 Energy 3.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$167K 0.06%
11,000
227
$158K 0.06%
1,698
228
$158K 0.06%
1,061
229
$155K 0.06%
6,899
230
$154K 0.06%
3,400
231
$154K 0.06%
10,400
232
$153K 0.06%
1,684
233
$153K 0.06%
1,280
-300
234
$145K 0.06%
924
235
$141K 0.05%
+4,025
236
$140K 0.05%
689
237
$140K 0.05%
1,891
238
$139K 0.05%
2,183
239
$139K 0.05%
+6,845
240
$136K 0.05%
11,702
+301
241
$136K 0.05%
1,903
-1,066
242
$135K 0.05%
2,168
+593
243
$131K 0.05%
7,144
244
$131K 0.05%
1,011
245
$129K 0.05%
555
+50
246
$128K 0.05%
4,025
247
$127K 0.05%
1,271
+224
248
$127K 0.05%
5,140
249
$126K 0.05%
1,296
-4,252
250
$124K 0.05%
+1,019
8 9
10
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