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
426
$73.3K 0.02%
1,000
427
$73.1K 0.02%
800
428
$72.8K 0.02%
722
429
$72.3K 0.02%
2,322
430
$72.3K 0.02%
1,328
431
$72K 0.02%
1,306
432
$71.8K 0.02%
1,249
+46
433
$71K 0.02%
457
+10
434
$70.1K 0.02%
502
-22
435
$69.7K 0.02%
775
-2,999
436
$68.7K 0.02%
141
437
$68.4K 0.02%
853
+17
438
$68.3K 0.02%
125
-25
439
$68K 0.02%
196
440
$67.3K 0.02%
1,602
+818
441
$67.1K 0.02%
1,654
+67
442
$66.4K 0.02%
1,406
-199
443
$66.1K 0.01%
1,646
+1
444
$66K 0.01%
2,500
445
$65K 0.01%
1,833
+1
446
$64.9K 0.01%
2,850
-285
447
$64.6K 0.01%
829
-38
448
$63.5K 0.01%
683
+48
449
$62.8K 0.01%
1,246
450
$62.5K 0.01%
2,180
+1,000
16 17
18
19 20