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
$254M
AUM Growth
+$11.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
795
New
Increased
Reduced
Closed

Top Buys

1
+$1.22M
2
+$916K
3
+$885K
4
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$821K
5
UAPR icon
Innovator US Equity Ultra Buffer ETF April
UAPR
+$804K

Top Sells

1
+$1.03M
2
+$1.01M
3
+$690K
4
DELL
DELL INC
DELL
+$680K
5
PDEC icon
Innovator US Equity Power Buffer ETF December
PDEC
+$595K

Sector Composition

1 Technology 8.81%
2 Healthcare 8.38%
3 Financials 6.24%
4 Industrials 5.38%
5 Consumer Discretionary 4.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$59.7K 0.02%
+1,000
302
$59.7K 0.02%
325
+55
303
$59.2K 0.02%
1,039
304
$59.1K 0.02%
469
305
$58.8K 0.02%
+1,457
306
$58.2K 0.02%
278
307
$58.2K 0.02%
408
308
$56.4K 0.02%
1,000
309
$56.1K 0.02%
836
+21
310
$55.6K 0.02%
1,045
+100
311
$55.3K 0.02%
908
312
$55.2K 0.02%
416
313
$54.1K 0.02%
1,000
314
$53K 0.02%
470
+70
315
$52.5K 0.02%
2,000
316
$52K 0.02%
1,000
317
$51.2K 0.02%
537
318
$51.1K 0.02%
556
319
$51K 0.02%
575
320
$50.7K 0.02%
887
321
$50.4K 0.02%
1,550
322
$50.2K 0.02%
95
323
$50K 0.02%
134
324
$49.8K 0.02%
99
325
$48.8K 0.02%
638
11 12
13
14 15