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
351
$120K 0.03%
932
+82
352
$119K 0.03%
200
-57
353
$118K 0.03%
1,730
+362
354
$118K 0.03%
3,960
+310
355
$118K 0.03%
978
356
$118K 0.03%
930
+30
357
$115K 0.03%
2,180
-145
358
$114K 0.03%
1,462
-1,351
359
$114K 0.03%
760
+59
360
$114K 0.03%
2,173
+380
361
$113K 0.03%
1,559
+159
362
$112K 0.03%
1,198
+88
363
$112K 0.03%
942
+90
364
$111K 0.03%
1,244
+1
365
$110K 0.02%
1,532
+282
366
$110K 0.02%
370
367
$109K 0.02%
418
+1
368
$108K 0.02%
3,470
-5,000
369
$107K 0.02%
2,369
370
$107K 0.02%
2,523
+1,028
371
$106K 0.02%
750
-25
372
$106K 0.02%
748
+88
373
$105K 0.02%
2,173
+98
374
$102K 0.02%
4,070
-294
375
$102K 0.02%
1,073
+123
13 14
15
16 17