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
326
$145K 0.03%
811
+26
327
$145K 0.03%
1,307
328
$144K 0.03%
356
329
$142K 0.03%
583
+170
330
$142K 0.03%
1,524
331
$142K 0.03%
1,850
332
$141K 0.03%
521
333
$141K 0.03%
5,877
334
$140K 0.03%
1,423
335
$140K 0.03%
7,650
336
$139K 0.03%
2,041
+311
337
$136K 0.03%
8,000
338
$136K 0.03%
1,608
339
$135K 0.03%
410
340
$132K 0.03%
6,000
341
$131K 0.03%
7,179
+1,479
342
$131K 0.03%
397
-23
343
$131K 0.03%
638
-8
344
$128K 0.03%
455
345
$128K 0.03%
615
+40
346
$125K 0.03%
586
347
$124K 0.03%
411
+12
348
$123K 0.03%
450
-29
349
$122K 0.03%
378
350
$122K 0.03%
2,428
12 13
14
15 16