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
451
$20.9K 0.01%
579
452
$20.8K 0.01%
1,000
-550
453
$20.3K 0.01%
1,000
454
$20.1K 0.01%
196
455
$19.7K 0.01%
100
456
$19.5K 0.01%
611
+2
457
$19.4K 0.01%
643
-658
458
$19.2K 0.01%
326
459
$18.9K 0.01%
265
460
$18.7K 0.01%
543
461
$18.7K 0.01%
375
462
$18.2K 0.01%
436
463
$18.2K 0.01%
173
464
$18K 0.01%
510
465
$17.8K 0.01%
162
466
$17.8K 0.01%
8,100
-1,900
467
$17.8K 0.01%
342
468
$17.6K 0.01%
50
469
$17.5K 0.01%
580
470
$17.2K 0.01%
1,000
471
$17.2K 0.01%
100
+70
472
$16.9K 0.01%
526
473
$16.4K 0.01%
280
474
$16.4K 0.01%
316
475
$16.4K 0.01%
+299
17 18
19
20 21