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
276
$192K 0.04%
7,307
+30
277
$192K 0.04%
5,960
-320
278
$191K 0.04%
338
+48
279
$189K 0.04%
4,000
280
$189K 0.04%
195
+150
281
$187K 0.04%
1,981
+1
282
$187K 0.04%
1,125
283
$187K 0.04%
1,536
284
$182K 0.04%
3,872
-131
285
$182K 0.04%
2,585
+570
286
$180K 0.04%
2,370
+337
287
$180K 0.04%
3,410
+510
288
$179K 0.04%
3,219
+217
289
$179K 0.04%
6,744
-4,898
290
$179K 0.04%
2,501
+451
291
$178K 0.04%
3,350
292
$176K 0.04%
402
+22
293
$175K 0.04%
1,399
294
$175K 0.04%
1,911
+1
295
$174K 0.04%
+7,000
296
$174K 0.04%
2,052
-51
297
$172K 0.04%
4,100
298
$171K 0.04%
6,057
+9
299
$171K 0.04%
1,309
+134
300
$170K 0.04%
400
10 11
12
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