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
251
$100K 0.04%
3,365
252
$100K 0.04%
1,609
253
$99.9K 0.04%
14,252
254
$99.4K 0.04%
1,197
-219
255
$99.3K 0.04%
3,800
256
$98.3K 0.04%
1,749
257
$96.7K 0.04%
1,047
-2,987
258
$96.7K 0.04%
672
+132
259
$96.6K 0.04%
1,190
260
$93.2K 0.04%
1,545
261
$92.6K 0.04%
2,294
-608
262
$91.7K 0.04%
900
263
$91.2K 0.04%
194
+178
264
$90.7K 0.04%
3,177
265
$90.6K 0.04%
1,589
266
$89.1K 0.04%
500
267
$87.5K 0.04%
610
268
$84.2K 0.04%
8,000
269
$82.6K 0.03%
1,720
-8
270
$82.2K 0.03%
768
271
$81.1K 0.03%
1,959
272
$79.9K 0.03%
+3,000
273
$77.6K 0.03%
758
274
$75.5K 0.03%
2,425
-25
275
$74.1K 0.03%
4,500
9 10
11
12 13