AIC

Archer Investment Corporation Portfolio holdings

AUM $443M
1-Year Est. Return 16.91%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.91%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$149M
AUM Growth
-$40.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
684
New
Increased
Reduced
Closed

Top Buys

1
+$7.92M
2
+$1.56M
3
+$1.08M
4
PSX icon
Phillips 66
PSX
+$998K
5
UJAN icon
Innovator US Equity Ultra Buffer ETF January
UJAN
+$956K

Top Sells

1
+$9.41M
2
+$5.32M
3
+$2.4M
4
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$1.97M
5
HD icon
Home Depot
HD
+$1.58M

Sector Composition

1 Healthcare 9.88%
2 Technology 8.98%
3 Financials 6.12%
4 Communication Services 4.67%
5 Industrials 4.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$24K 0.02%
111
-53
327
$24K 0.02%
550
328
$24K 0.02%
10
-5
329
$24K 0.02%
2,183
330
$24K 0.02%
787
331
$23K 0.02%
290
332
$23K 0.02%
268
-3,000
333
$23K 0.02%
42
334
$23K 0.02%
+1,812
335
$23K 0.02%
256
336
$23K 0.02%
1,183
337
$22K 0.01%
+159
338
$22K 0.01%
186
339
$22K 0.01%
406
-406
340
$22K 0.01%
210
+50
341
$21K 0.01%
510
-1,010
342
$21K 0.01%
219
-112
343
$21K 0.01%
485
344
$21K 0.01%
797
345
$20K 0.01%
500
346
$20K 0.01%
+495
347
$20K 0.01%
627
348
$20K 0.01%
350
349
$19K 0.01%
722
350
$19K 0.01%
262
12 13
14
15 16