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
451
$61K 0.01%
875
452
$60.7K 0.01%
+3,210
453
$60.5K 0.01%
872
454
$60.3K 0.01%
3,000
455
$60.1K 0.01%
413
456
$59.9K 0.01%
97
+52
457
$59.7K 0.01%
670
458
$59.3K 0.01%
85
+11
459
$58.9K 0.01%
184
460
$58K 0.01%
1,429
-3,613
461
$57.7K 0.01%
+1,143
462
$57.5K 0.01%
1,250
463
$57.2K 0.01%
676
464
$56.5K 0.01%
200
+1
465
$56.1K 0.01%
500
-31
466
$56K 0.01%
764
+4
467
$55.8K 0.01%
1,253
468
$54.6K 0.01%
378
469
$54.4K 0.01%
260
470
$54.2K 0.01%
1,110
471
$54K 0.01%
250
472
$53.4K 0.01%
175
473
$51.8K 0.01%
578
+228
474
$51.2K 0.01%
332
+1
475
$50.9K 0.01%
153
17 18
19
20 21