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
251
$235K 0.05%
1,449
+10
252
$233K 0.05%
245
-7
253
$229K 0.05%
4,025
254
$224K 0.05%
3,135
-59
255
$222K 0.05%
8,130
+67
256
$222K 0.05%
7,711
257
$221K 0.05%
2,157
258
$219K 0.05%
1,842
+99
259
$219K 0.05%
6,919
+2
260
$219K 0.05%
1,608
+2
261
$218K 0.05%
1,350
+239
262
$218K 0.05%
920
-61
263
$217K 0.05%
3,415
+165
264
$216K 0.05%
739
+49
265
$216K 0.05%
1,798
266
$211K 0.05%
6,089
+389
267
$211K 0.05%
5,257
-340
268
$208K 0.05%
11,150
269
$207K 0.05%
823
270
$204K 0.05%
693
+192
271
$200K 0.05%
1,842
+82
272
$199K 0.04%
4,041
273
$198K 0.04%
3,421
+371
274
$198K 0.04%
1,777
-116
275
$192K 0.04%
4,072
9 10
11
12 13