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
$271M
AUM Growth
+$13.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
939
New
Increased
Reduced
Closed

Top Buys

1
+$6.93M
2
+$3.94M
3
+$2.47M
4
FEMS icon
First Trust Emerging Markets Small Cap AlphaDEX Fund
FEMS
+$2M
5
FSIG icon
First Trust Limited Duration Investment Grade Corporate ETF
FSIG
+$1.81M

Top Sells

1
+$2.37M
2
+$1.76M
3
+$1.7M
4
LMBS icon
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF
LMBS
+$1.53M
5
FOCT icon
FT Vest US Equity Buffer ETF October
FOCT
+$1.16M

Sector Composition

1 Healthcare 7.93%
2 Technology 7.62%
3 Financials 5.31%
4 Industrials 5.05%
5 Real Estate 3.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$132K 0.05%
4,347
+500
252
$130K 0.05%
5,140
253
$129K 0.05%
+4,100
254
$129K 0.05%
768
255
$128K 0.05%
1,285
-11
256
$125K 0.05%
4,025
257
$124K 0.05%
750
258
$123K 0.05%
1,019
259
$123K 0.05%
4,000
260
$120K 0.04%
1,282
261
$119K 0.04%
1,545
262
$118K 0.04%
885
+800
263
$116K 0.04%
5,877
264
$114K 0.04%
2,276
265
$113K 0.04%
1,162
+14
266
$113K 0.04%
1,665
+76
267
$113K 0.04%
1,609
268
$112K 0.04%
1,276
+5
269
$111K 0.04%
492
270
$111K 0.04%
968
271
$109K 0.04%
1,749
272
$108K 0.04%
450
-105
273
$107K 0.04%
8,474
-3,228
274
$106K 0.04%
+1,205
275
$106K 0.04%
1,161
9 10
11
12 13