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
$258M
AUM Growth
+$20.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
880
New
Increased
Reduced
Closed

Top Buys

1
+$5.65M
2
+$1.48M
3
+$1.19M
4
FTCS icon
First Trust Capital Strength ETF
FTCS
+$567K
5
BIL icon
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$484K

Top Sells

1
+$5.29M
2
+$916K
3
+$856K
4
USEP icon
Innovator US Equity Ultra Buffer ETF September
USEP
+$794K
5
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$616K

Sector Composition

1 Healthcare 9.24%
2 Technology 7.53%
3 Financials 5.06%
4 Industrials 4.96%
5 Energy 3.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$50.2K 0.02%
1,466
-87
352
$50K 0.02%
514
-49
353
$49.9K 0.02%
212
354
$49.9K 0.02%
479
355
$49.7K 0.02%
1,700
-202
356
$49.1K 0.02%
229
+17
357
$49K 0.02%
401
358
$48.8K 0.02%
867
359
$48.7K 0.02%
359
360
$48.2K 0.02%
355
361
$47.8K 0.02%
1,000
362
$47.5K 0.02%
200
363
$47.4K 0.02%
4,254
+2,000
364
$47.3K 0.02%
2,148
-100
365
$46.8K 0.02%
8,000
366
$46.6K 0.02%
1,100
+200
367
$46.1K 0.02%
1,000
368
$45.6K 0.02%
185
369
$45.4K 0.02%
700
370
$45.3K 0.02%
353
371
$45.2K 0.02%
541
+87
372
$45K 0.02%
3,000
373
$44.9K 0.02%
339
-333
374
$44K 0.02%
+919
375
$43.8K 0.02%
575
13 14
15
16 17