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
276
$73.9K 0.03%
224
277
$73.6K 0.03%
2,400
278
$73.5K 0.03%
400
279
$73.3K 0.03%
2,106
280
$73.1K 0.03%
290
281
$71.6K 0.03%
333
+329
282
$70.5K 0.03%
1,417
+6
283
$70.3K 0.03%
1,206
284
$70.1K 0.03%
250
285
$69K 0.03%
2,930
+30
286
$68.5K 0.03%
1,400
287
$68.3K 0.03%
365
288
$68.2K 0.03%
11,000
289
$66.7K 0.03%
872
290
$66.7K 0.03%
635
291
$64.1K 0.03%
1,710
292
$64.1K 0.03%
376
-27
293
$63.8K 0.03%
1,587
294
$63.8K 0.03%
285
295
$63.7K 0.03%
300
296
$63.2K 0.03%
1,300
297
$62.7K 0.03%
2,450
298
$62.1K 0.03%
920
299
$62K 0.03%
897
300
$61.8K 0.03%
926
10 11
12
13 14