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
$247M
AUM Growth
-$35.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
852
New
Increased
Reduced
Closed

Top Buys

1
+$646K
2
+$631K
3
+$487K
4
UGI icon
UGI
UGI
+$463K
5
FJUN icon
FT Vest US Equity Buffer ETF June
FJUN
+$397K

Top Sells

1
+$1.93M
2
+$1.93M
3
+$777K
4
ACC
American Campus Communities, Inc.
ACC
+$765K
5
FPE icon
First Trust Preferred Securities and Income ETF
FPE
+$550K

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
326
$53.5K 0.02%
1,170
327
$53.3K 0.02%
469
+100
328
$53.1K 0.02%
317
-100
329
$52.6K 0.02%
700
+400
330
$52.6K 0.02%
391
331
$52K 0.02%
401
332
$51.8K 0.02%
1,553
333
$51.8K 0.02%
2,000
334
$51.1K 0.02%
2,119
335
$51.1K 0.02%
391
+150
336
$50.7K 0.02%
2,900
+2,050
337
$50.4K 0.02%
848
338
$50.2K 0.02%
1,000
339
$50K 0.02%
8,000
-5,000
340
$49.8K 0.02%
626
341
$49.7K 0.02%
730
342
$49.6K 0.02%
911
+400
343
$49.4K 0.02%
1,333
344
$47.5K 0.02%
867
345
$47.5K 0.02%
425
346
$47.2K 0.02%
175
347
$47.1K 0.02%
427
348
$46.6K 0.02%
512
+1
349
$46.1K 0.02%
800
350
$45.6K 0.02%
203
12 13
14
15 16