AIC

Archer Investment Corporation Portfolio holdings

AUM $469M
1-Year Est. Return 19.11%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.11%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$443M
AUM Growth
+$23.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,254
New
Increased
Reduced
Closed

Top Buys

1
+$12.8M
2
+$4.62M
3
+$3.57M
4
UNH icon
UnitedHealth
UNH
+$586K
5
ZAUG
Innovator Equity Defined Protection ETF - 1 Yr August
ZAUG
+$556K

Top Sells

1
+$11.4M
2
+$4.35M
3
+$3.98M
4
WMT icon
Walmart Inc
WMT
+$740K
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$619K

Sector Composition

1 Technology 8.33%
2 Healthcare 5.93%
3 Financials 5.36%
4 Industrials 4.64%
5 Communication Services 3.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$270K 0.06%
+1,098
227
$267K 0.06%
632
228
$262K 0.06%
3,808
+208
229
$259K 0.06%
779
230
$259K 0.06%
991
+975
231
$254K 0.06%
3,096
-399
232
$253K 0.06%
843
-1,091
233
$252K 0.06%
+1,598
234
$250K 0.06%
+4,947
235
$249K 0.06%
7,422
-2,998
236
$249K 0.06%
365
+150
237
$246K 0.06%
900
+878
238
$245K 0.06%
16,923
239
$245K 0.06%
+1,000
240
$243K 0.05%
494
241
$242K 0.05%
6,275
+119
242
$240K 0.05%
524
243
$239K 0.05%
290
+20
244
$238K 0.05%
1,142
-12
245
$237K 0.05%
1,075
246
$237K 0.05%
6,183
-2,260
247
$237K 0.05%
497
+480
248
$236K 0.05%
2,819
+369
249
$236K 0.05%
1,150
250
$235K 0.05%
2,097
+2,000
8 9
10
11 12