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
$254M
AUM Growth
+$11.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
795
New
Increased
Reduced
Closed

Top Buys

1
+$1.22M
2
+$916K
3
+$885K
4
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$821K
5
UAPR icon
Innovator US Equity Ultra Buffer ETF April
UAPR
+$804K

Top Sells

1
+$1.03M
2
+$1.01M
3
+$690K
4
DELL
DELL INC
DELL
+$680K
5
PDEC icon
Innovator US Equity Power Buffer ETF December
PDEC
+$595K

Sector Composition

1 Technology 8.81%
2 Healthcare 8.38%
3 Financials 6.24%
4 Industrials 5.38%
5 Consumer Discretionary 4.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.91M 0.75%
24,510
+3,248
27
$1.88M 0.74%
10,677
+7
28
$1.71M 0.67%
7,790
+100
29
$1.59M 0.63%
16,140
+1,187
30
$1.59M 0.63%
5,840
31
$1.49M 0.59%
6,369
+95
32
$1.49M 0.59%
14,203
33
$1.48M 0.58%
4,054
34
$1.47M 0.58%
6,700
35
$1.46M 0.58%
3,416
+354
36
$1.46M 0.57%
37,200
-4,090
37
$1.39M 0.55%
21,969
-1,055
38
$1.35M 0.53%
13,284
-991
39
$1.35M 0.53%
8,760
-1,159
40
$1.35M 0.53%
9,100
-883
41
$1.33M 0.53%
25,172
-1,000
42
$1.32M 0.52%
72,413
+18,826
43
$1.27M 0.5%
4,340
+50
44
$1.25M 0.49%
26,508
45
$1.22M 0.48%
5,151
-40
46
$1.2M 0.47%
17,900
+750
47
$1.17M 0.46%
14,826
+2,966
48
$1.17M 0.46%
16,512
+1,000
49
$1.12M 0.44%
23,400
50
$1.08M 0.43%
8,032
+975
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2
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