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
$258M
AUM Growth
+$20.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
880
New
Increased
Reduced
Closed

Top Buys

1
+$5.65M
2
+$1.48M
3
+$1.19M
4
FTCS icon
First Trust Capital Strength ETF
FTCS
+$567K
5
BIL icon
SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$484K

Top Sells

1
+$5.29M
2
+$916K
3
+$856K
4
USEP icon
Innovator US Equity Ultra Buffer ETF September
USEP
+$794K
5
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$616K

Sector Composition

1 Healthcare 9.24%
2 Technology 7.53%
3 Financials 5.06%
4 Industrials 4.96%
5 Energy 3.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.87M 0.72%
20,731
-1,599
27
$1.84M 0.71%
61,961
-28,827
28
$1.83M 0.71%
5,808
-205
29
$1.82M 0.71%
73,629
+59,779
30
$1.81M 0.7%
41,288
+412
31
$1.8M 0.7%
14,580
+328
32
$1.75M 0.68%
39,977
+27,260
33
$1.68M 0.65%
7,852
34
$1.57M 0.61%
11,000
35
$1.5M 0.58%
45,445
+4,709
36
$1.46M 0.57%
26,180
37
$1.45M 0.56%
8,942
+29
38
$1.43M 0.55%
4,626
+50
39
$1.4M 0.54%
16,472
+2
40
$1.39M 0.54%
6,710
41
$1.39M 0.54%
40,025
-169
42
$1.37M 0.53%
13,857
+2,717
43
$1.36M 0.53%
18,882
-700
44
$1.36M 0.53%
54,738
-3,307
45
$1.35M 0.52%
74,577
46
$1.29M 0.5%
3,539
+46
47
$1.26M 0.49%
45,923
+2,594
48
$1.24M 0.48%
43,901
-917
49
$1.23M 0.48%
5,734
+344
50
$1.21M 0.47%
5,816
-75
1
2
3 4 5