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
401
$83K 0.02%
1,590
-51
402
$82.3K 0.02%
1,516
403
$82.3K 0.02%
682
+1
404
$81.9K 0.02%
1,430
405
$81.4K 0.02%
620
406
$80.9K 0.02%
1,729
+6
407
$80.8K 0.02%
4,000
408
$80.7K 0.02%
2,000
409
$79.9K 0.02%
329
+29
410
$78.8K 0.02%
790
-3,007
411
$78.5K 0.02%
761
412
$78.5K 0.02%
1,500
-105
413
$78K 0.02%
239
414
$77.9K 0.02%
547
-24
415
$77.9K 0.02%
1,668
+5
416
$77.6K 0.02%
1,095
-196
417
$77.2K 0.02%
539
+60
418
$77.1K 0.02%
33
+3
419
$77.1K 0.02%
267
-660
420
$77K 0.02%
572
-15
421
$75.6K 0.02%
271
+9
422
$75.3K 0.02%
1,715
+395
423
$74.9K 0.02%
1,743
424
$73.7K 0.02%
741
+271
425
$73.6K 0.02%
1,441
15 16
17
18 19