AIC

Archer Investment Corporation Portfolio holdings

AUM $419M
1-Year Est. Return 14.14%
This Quarter Est. Return
1 Year Est. Return
+14.14%
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
26
$1.81M 0.73%
6,597
-649
27
$1.76M 0.71%
10,543
28
$1.73M 0.7%
7,614
+235
29
$1.69M 0.69%
13,332
+183
30
$1.69M 0.68%
11,656
-1,013
31
$1.51M 0.61%
19,582
32
$1.43M 0.58%
6,710
33
$1.39M 0.56%
82,777
+2,200
34
$1.38M 0.56%
16,468
+81
35
$1.38M 0.56%
11,000
36
$1.36M 0.55%
7,852
37
$1.36M 0.55%
8,902
+30
38
$1.3M 0.53%
15,251
+712
39
$1.28M 0.52%
40,690
-97
40
$1.27M 0.51%
26,180
41
$1.27M 0.51%
11,941
+981
42
$1.26M 0.51%
44,818
-410
43
$1.25M 0.51%
4,591
+2,367
44
$1.24M 0.5%
7,718
+272
45
$1.22M 0.49%
3,236
-15
46
$1.2M 0.49%
43,329
-594
47
$1.19M 0.48%
7,009
48
$1.19M 0.48%
23,428
+1,808
49
$1.19M 0.48%
5,429
-11
50
$1.18M 0.48%
6,231
-889
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2
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