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
$258M
AUM Growth
+$20.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
880
New
Increased
Reduced
Closed

Top Buys

1
+$5.65M
2
+$1.48M
3
+$1.19M
4
FTCS icon
First Trust Capital Strength ETF
FTCS
+$567K
5
BIL icon
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$484K

Top Sells

1
+$5.29M
2
+$916K
3
+$856K
4
USEP icon
Innovator US Equity Ultra Buffer ETF September
USEP
+$794K
5
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$616K

Sector Composition

1 Healthcare 9.24%
2 Technology 7.53%
3 Financials 5.06%
4 Industrials 4.96%
5 Energy 3.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$71.9K 0.03%
2,550
+125
302
$71.4K 0.03%
890
303
$71.3K 0.03%
300
304
$70.8K 0.03%
920
305
$70.7K 0.03%
400
+100
306
$70.7K 0.03%
285
307
$70.7K 0.03%
725
308
$70.5K 0.03%
550
309
$69.3K 0.03%
635
310
$69K 0.03%
926
311
$67.8K 0.03%
2,000
312
$67.6K 0.03%
376
313
$67.6K 0.03%
370
314
$64.4K 0.03%
872
315
$64.4K 0.03%
1,806
+473
316
$64.3K 0.03%
440
317
$63.8K 0.02%
900
318
$63.8K 0.02%
1,091
-115
319
$63.5K 0.02%
1,587
320
$63K 0.02%
543
321
$62.6K 0.02%
758
322
$62.2K 0.02%
900
323
$61.8K 0.02%
365
324
$61.7K 0.02%
600
+100
325
$61.2K 0.02%
900
+200
11 12
13
14 15