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
376
$38K 0.02%
1,596
377
$37.6K 0.02%
700
378
$37.4K 0.02%
700
379
$37.1K 0.02%
575
380
$37K 0.02%
692
381
$36.9K 0.01%
867
382
$36.7K 0.01%
460
+100
383
$36.3K 0.01%
1,000
384
$36K 0.01%
454
385
$35.6K 0.01%
259
386
$35.3K 0.01%
556
387
$35K 0.01%
200
388
$34.8K 0.01%
200
389
$34.6K 0.01%
691
390
$34.4K 0.01%
2,254
391
$34.1K 0.01%
+1,201
392
$34.1K 0.01%
2,537
+303
393
$34K 0.01%
300
394
$33.1K 0.01%
1,047
395
$32.8K 0.01%
693
396
$32.2K 0.01%
1,059
+1,000
397
$32.2K 0.01%
700
398
$31.9K 0.01%
1,377
399
$31.5K 0.01%
1,188
400
$31.5K 0.01%
850
14 15
16
17 18