AIC

Archer Investment Corporation Portfolio holdings

AUM $443M
1-Year Est. Return 16.92%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.92%
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
+$743K
2
+$654K
3
+$513K
4
UGI icon
UGI
UGI
+$465K
5
FJUN icon
FT Vest US Equity Buffer ETF June
FJUN
+$404K

Top Sells

1
+$1.98M
2
+$1.94M
3
+$751K
4
HRB icon
H&R Block
HRB
+$679K
5
FPE icon
First Trust Preferred Securities and Income ETF
FPE
+$577K

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
301
$62.6K 0.03%
+716
302
$62.2K 0.03%
900
303
$60.9K 0.02%
100
-100
304
$60.7K 0.02%
300
305
$60.4K 0.02%
370
306
$59.7K 0.02%
14,252
+1,255
307
$59.7K 0.02%
2,113
308
$59.7K 0.02%
250
309
$59.3K 0.02%
365
310
$59.2K 0.02%
897
311
$58.9K 0.02%
2,000
312
$58.8K 0.02%
955
-500
313
$58.8K 0.02%
2,000
314
$58.2K 0.02%
587
+1
315
$58K 0.02%
890
316
$57.6K 0.02%
1,117
317
$57.1K 0.02%
725
-500
318
$56.9K 0.02%
2,300
-1,000
319
$56.6K 0.02%
+1,027
320
$56.5K 0.02%
141
321
$54.9K 0.02%
500
322
$54.4K 0.02%
413
323
$54K 0.02%
440
+100
324
$53.9K 0.02%
475
-40
325
$53.8K 0.02%
588
11 12
13
14 15