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
251
$105K 0.04%
+500
252
$105K 0.04%
3,177
+2,057
253
$104K 0.04%
1,609
254
$104K 0.04%
750
255
$101K 0.04%
900
256
$101K 0.04%
1,589
257
$100K 0.04%
3,365
258
$98.5K 0.04%
1,190
259
$98K 0.04%
3,800
260
$94.7K 0.04%
985
261
$92.2K 0.04%
1,545
262
$91.4K 0.04%
610
263
$89.8K 0.04%
1,959
264
$89.1K 0.04%
540
265
$88.1K 0.04%
1,728
266
$86.7K 0.04%
2,424
+22
267
$83.1K 0.03%
7,465
+200
268
$80.2K 0.03%
768
269
$78.6K 0.03%
8,000
270
$77.5K 0.03%
2,450
+2,100
271
$77.2K 0.03%
2,400
272
$76.9K 0.03%
11,000
+1,000
273
$74.8K 0.03%
2,106
274
$73.8K 0.03%
1,411
+6
275
$73.8K 0.03%
1,206
9 10
11
12 13