AIC

Archer Investment Corporation Portfolio holdings

AUM $469M
1-Year Est. Return 19.11%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.11%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$443M
AUM Growth
+$23.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,254
New
Increased
Reduced
Closed

Top Buys

1
+$12.8M
2
+$4.62M
3
+$3.57M
4
UNH icon
UnitedHealth
UNH
+$586K
5
ZAUG
Innovator Equity Defined Protection ETF - 1 Yr August
ZAUG
+$556K

Top Sells

1
+$11.4M
2
+$4.35M
3
+$3.98M
4
WMT icon
Walmart Inc
WMT
+$740K
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$619K

Sector Composition

1 Technology 8.33%
2 Healthcare 5.93%
3 Financials 5.36%
4 Industrials 4.64%
5 Communication Services 3.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.69M 0.83%
6,029
+110
27
$3.48M 0.79%
14,379
-448
28
$3.24M 0.73%
9,880
-46
29
$3.18M 0.72%
17,139
+131
30
$3.11M 0.7%
6,237
-7
31
$3.07M 0.69%
113,440
-454
32
$3.04M 0.69%
68,824
+1,653
33
$2.93M 0.66%
13,359
-357
34
$2.67M 0.6%
23,695
+51
35
$2.5M 0.56%
17,171
-71
36
$2.41M 0.54%
31,981
+8
37
$2.4M 0.54%
20,480
38
$2.35M 0.53%
122,447
+3,237
39
$2.35M 0.53%
4,123
+17
40
$2.29M 0.52%
5,657
+42
41
$2.22M 0.5%
42,996
+662
42
$2.21M 0.5%
4,392
-1,279
43
$2.11M 0.48%
20,506
-7,432
44
$2.07M 0.47%
3,092
-174
45
$1.99M 0.45%
23,706
-315
46
$1.88M 0.42%
8,104
-678
47
$1.87M 0.42%
24,770
48
$1.87M 0.42%
64,980
+5,436
49
$1.86M 0.42%
4,500
-30
50
$1.77M 0.4%
24,747
+119
1
2
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