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
376
$101K 0.02%
2,009
+3
377
$101K 0.02%
1,991
+200
378
$98.6K 0.02%
1,000
379
$95K 0.02%
205
+1
380
$94.6K 0.02%
193
-273
381
$93.8K 0.02%
1,129
+30
382
$93.7K 0.02%
673
+1
383
$93.6K 0.02%
1,939
+35
384
$93K 0.02%
2,912
385
$90.7K 0.02%
7,264
+364
386
$90.1K 0.02%
436
387
$89.7K 0.02%
1,000
388
$89.3K 0.02%
2,206
-12,140
389
$88.5K 0.02%
6,718
390
$87.9K 0.02%
484
391
$87K 0.02%
7,013
+6,935
392
$86.1K 0.02%
758
393
$85.8K 0.02%
+4,500
394
$84.8K 0.02%
4,099
395
$84.7K 0.02%
+4,053
396
$84.2K 0.02%
840
-98
397
$84.1K 0.02%
392
+1
398
$83.8K 0.02%
1,515
+515
399
$83.5K 0.02%
1,065
400
$83.3K 0.02%
1,454
-527
14 15
16
17 18