AIC

Archer Investment Corporation Portfolio holdings

AUM $443M
1-Year Est. Return 16.91%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.91%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$149M
AUM Growth
-$40.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
684
New
Increased
Reduced
Closed

Top Buys

1 +$7.92M
2 +$1.56M
3 +$1.08M
4
PSX icon
Phillips 66
PSX
+$998K
5
UJAN icon
Innovator US Equity Ultra Buffer ETF January
UJAN
+$956K

Top Sells

1 +$9.41M
2 +$5.32M
3 +$2.4M
4
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$1.97M
5
HD icon
Home Depot
HD
+$1.58M

Sector Composition

1 Healthcare 9.88%
2 Technology 8.98%
3 Financials 6.12%
4 Communication Services 4.67%
5 Industrials 4.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
251
$40K 0.03%
656
-250
252
$39K 0.03%
150
+26
253
$39K 0.03%
1,040
+100
254
$38K 0.03%
413
255
$38K 0.03%
152
256
$38K 0.03%
1,276
257
$37K 0.02%
113
258
$36K 0.02%
260
259
$36K 0.02%
978
260
$35K 0.02%
691
261
$35K 0.02%
761
262
$34K 0.02%
270
-130
263
$34K 0.02%
688
264
$34K 0.02%
242
265
$33K 0.02%
111
266
$33K 0.02%
1,100
+400
267
$33K 0.02%
1,200
268
$33K 0.02%
466
+211
269
$33K 0.02%
293
270
$32K 0.02%
450
+125
271
$32K 0.02%
1,141
272
$32K 0.02%
586
273
$32K 0.02%
550
274
$32K 0.02%
329
275
$32K 0.02%
844