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
426
$26K 0.01%
500
427
$25.6K 0.01%
1,465
428
$25.1K 0.01%
722
429
$24.6K 0.01%
1,200
430
$24.6K 0.01%
307
-8
431
$24.3K 0.01%
550
432
$24.2K 0.01%
400
433
$24K 0.01%
350
434
$24K 0.01%
139
435
$23.9K 0.01%
570
+3
436
$23.8K 0.01%
526
437
$23.5K 0.01%
468
438
$23.5K 0.01%
485
-115
439
$23.2K 0.01%
228
440
$22.5K 0.01%
631
-65
441
$22.1K 0.01%
242
442
$22K 0.01%
311
-22
443
$21.9K 0.01%
262
444
$21.5K 0.01%
225
445
$21.5K 0.01%
262
446
$21.3K 0.01%
364
447
$21.3K 0.01%
+1,000
448
$21.3K 0.01%
1,000
449
$21.3K 0.01%
88
450
$21K 0.01%
1,070
-1,142
16 17
18
19 20