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
401
$31.2K 0.01%
300
402
$31K 0.01%
515
403
$31K 0.01%
791
-1,500
404
$30.7K 0.01%
775
+1
405
$30.1K 0.01%
1,000
406
$29.8K 0.01%
1,097
407
$29.7K 0.01%
100
408
$29.2K 0.01%
366
409
$29K 0.01%
1,289
-220
410
$29K 0.01%
480
411
$29K 0.01%
500
412
$28.9K 0.01%
450
413
$28.9K 0.01%
1,000
414
$28.9K 0.01%
850
415
$28.4K 0.01%
87
416
$28.3K 0.01%
1,000
417
$28.3K 0.01%
800
-22,000
418
$27.6K 0.01%
876
419
$27.4K 0.01%
700
420
$27.4K 0.01%
477
421
$27.2K 0.01%
200
422
$27K 0.01%
977
423
$26.6K 0.01%
1,575
424
$26.4K 0.01%
153
425
$26.3K 0.01%
156
15 16
17
18 19