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
351
$45.6K 0.02%
621
352
$45.5K 0.02%
355
353
$45.4K 0.02%
358
354
$44.8K 0.02%
200
-200
355
$44.6K 0.02%
640
356
$44.6K 0.02%
550
357
$44.4K 0.02%
1,550
358
$44K 0.02%
1,000
359
$43.7K 0.02%
212
+46
360
$43.1K 0.02%
1,000
361
$43.1K 0.02%
1,010
362
$42.6K 0.02%
419
363
$42K 0.02%
185
-181
364
$41.9K 0.02%
2,248
365
$41.6K 0.02%
750
366
$39.9K 0.02%
353
367
$39.7K 0.02%
350
368
$39.6K 0.02%
866
369
$39.3K 0.02%
102
370
$39.3K 0.02%
479
371
$38.9K 0.02%
210
372
$38.9K 0.02%
348
373
$38.5K 0.02%
400
374
$38.5K 0.02%
212
-100
375
$38.2K 0.02%
1,779
13 14
15
16 17