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
276
$72.5K 0.03%
3,000
277
$72.3K 0.03%
+1,350
278
$72.1K 0.03%
+635
279
$71.4K 0.03%
500
280
$71.1K 0.03%
+1,300
281
$70.7K 0.03%
403
+147
282
$68.9K 0.03%
+290
283
$68.8K 0.03%
1,328
284
$68.1K 0.03%
758
285
$67.8K 0.03%
1,710
286
$67.7K 0.03%
920
287
$67.4K 0.03%
2,450
288
$67.2K 0.03%
400
289
$67.1K 0.03%
285
290
$66.9K 0.03%
1,587
291
$66.9K 0.03%
350
292
$66.8K 0.03%
926
293
$66.6K 0.03%
4,500
294
$65.3K 0.03%
+872
295
$65.2K 0.03%
1,400
296
$64.9K 0.03%
900
297
$63.3K 0.03%
543
298
$63.3K 0.03%
286
299
$62.9K 0.03%
240
300
$62.6K 0.03%
224
10 11
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