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
301
$170K 0.04%
868
+68
302
$169K 0.04%
3,595
+295
303
$167K 0.04%
1,070
+32
304
$165K 0.04%
1,983
+83
305
$165K 0.04%
1,206
+1,000
306
$164K 0.04%
1,700
307
$163K 0.04%
640
+37
308
$162K 0.04%
2,209
+6
309
$161K 0.04%
787
+62
310
$160K 0.04%
2,406
+156
311
$160K 0.04%
1,913
+1
312
$159K 0.04%
4,328
-1,880
313
$159K 0.04%
12,999
-3,000
314
$159K 0.04%
2,793
+268
315
$158K 0.04%
971
+50
316
$158K 0.04%
1,463
+111
317
$156K 0.04%
1,894
+1
318
$153K 0.03%
3,567
319
$152K 0.03%
3,991
+2,517
320
$150K 0.03%
6,000
321
$149K 0.03%
356
+31
322
$148K 0.03%
2,908
-150
323
$147K 0.03%
+2,982
324
$147K 0.03%
190
325
$146K 0.03%
1,375
+50
11 12
13
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