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
$237M
AUM Growth
-$9.86M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
853
New
Increased
Reduced
Closed

Top Buys

1
+$698K
2
+$566K
3
+$545K
4
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$529K
5
UAPR icon
Innovator US Equity Ultra Buffer ETF April
UAPR
+$482K

Top Sells

1
+$486K
2
+$383K
3
+$332K
4
VTRS icon
Viatris
VTRS
+$300K
5
MMM icon
3M
MMM
+$276K

Sector Composition

1 Healthcare 8.94%
2 Technology 7.78%
3 Financials 4.82%
4 Industrials 4.6%
5 Real Estate 3.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.79M 0.75%
22,330
+7,079
27
$1.78M 0.75%
40,876
-1,113
28
$1.73M 0.73%
10,609
+66
29
$1.66M 0.7%
6,013
-584
30
$1.65M 0.7%
11,512
-144
31
$1.41M 0.59%
58,045
+19,865
32
$1.4M 0.59%
11,000
33
$1.39M 0.59%
19,582
34
$1.38M 0.58%
12,187
+246
35
$1.32M 0.56%
40,194
+6,721
36
$1.31M 0.55%
7,852
37
$1.31M 0.55%
16,470
+2
38
$1.31M 0.55%
6,710
39
$1.26M 0.53%
40,736
+46
40
$1.24M 0.52%
44,818
41
$1.24M 0.52%
74,577
-8,200
42
$1.24M 0.52%
6,893
+662
43
$1.22M 0.52%
4,576
-15
44
$1.21M 0.51%
43,329
45
$1.2M 0.5%
8,913
+11
46
$1.16M 0.49%
26,180
47
$1.13M 0.48%
5,390
-39
48
$1.13M 0.48%
3,493
+1
49
$1.13M 0.48%
3,155
-81
50
$1.12M 0.47%
35,584
+85
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