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
$343M
AUM Growth
+$9.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,176
New
Increased
Reduced
Closed

Top Buys

1
+$10.9M
2
+$847K
3
+$689K
4
MSFT icon
Microsoft
MSFT
+$578K
5
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$549K

Top Sells

1
+$10.6M
2
+$707K
3
+$576K
4
UAUG icon
Innovator US Equity Ultra Buffer ETF August
UAUG
+$567K
5
CSCO icon
Cisco
CSCO
+$438K

Sector Composition

1 Technology 8.64%
2 Healthcare 6.96%
3 Industrials 4.77%
4 Financials 4.3%
5 Communication Services 3.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.9M 0.85%
40,986
+117
27
$2.87M 0.84%
30,648
+861
28
$2.82M 0.82%
3,114
+19
29
$2.76M 0.81%
5,527
+797
30
$2.68M 0.78%
65,914
+544
31
$2.62M 0.76%
13,538
+418
32
$2.55M 0.74%
9,517
-82
33
$2.52M 0.74%
21,909
+124
34
$2.41M 0.7%
40,791
+723
35
$2.29M 0.67%
15,641
+893
36
$2.09M 0.61%
111,749
+316
37
$2.04M 0.6%
17,201
+2
38
$1.99M 0.58%
53,674
-1,294
39
$1.98M 0.58%
5,438
-25
40
$1.96M 0.57%
5,690
-3
41
$1.93M 0.56%
69,003
+4,012
42
$1.92M 0.56%
28,319
+1,675
43
$1.89M 0.55%
19,649
+3
44
$1.81M 0.53%
4,445
+73
45
$1.8M 0.52%
31,676
+6,260
46
$1.78M 0.52%
10,767
+1
47
$1.73M 0.51%
11,080
+420
48
$1.65M 0.48%
6,500
49
$1.64M 0.48%
3,725
-13
50
$1.56M 0.46%
15,718
+1,017
1
2
3 4 5