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
$237M
AUM Growth
-$9.86M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
853
New
Increased
Reduced
Closed

Top Buys

1
+$698K
2
+$566K
3
+$545K
4
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$529K
5
UAPR icon
Innovator US Equity Ultra Buffer ETF April
UAPR
+$482K

Top Sells

1
+$486K
2
+$383K
3
+$332K
4
VTRS icon
Viatris
VTRS
+$300K
5
MMM icon
3M
MMM
+$276K

Sector Composition

1 Healthcare 8.94%
2 Technology 7.78%
3 Financials 4.82%
4 Industrials 4.6%
5 Real Estate 3.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$24K 0.01%
779
+200
427
$24K 0.01%
675
+44
428
$23.7K 0.01%
260
-327
429
$23.6K 0.01%
284
430
$23K 0.01%
526
431
$22.9K 0.01%
1,465
432
$22.7K 0.01%
139
433
$22.6K 0.01%
400
434
$22.4K 0.01%
296
-11
435
$22.2K 0.01%
468
436
$22.1K 0.01%
1,200
437
$21.7K 0.01%
350
438
$21.5K 0.01%
550
439
$21.2K 0.01%
333
+22
440
$21.1K 0.01%
228
441
$21K 0.01%
262
442
$20.9K 0.01%
364
443
$20.5K 0.01%
6,000
-2,100
444
$20.3K 0.01%
1,000
445
$20.2K 0.01%
1,000
446
$19.9K 0.01%
543
447
$19.5K 0.01%
100
448
$19.5K 0.01%
643
449
$19.3K 0.01%
700
450
$19.3K 0.01%
225
16 17
18
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