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
$443M
AUM Growth
+$23.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,254
New
Increased
Reduced
Closed

Top Buys

1
+$13M
2
+$4.67M
3
+$3.66M
4
UNH icon
UnitedHealth
UNH
+$669K
5
ZAUG
Innovator Equity Defined Protection ETF - 1 Yr August
ZAUG
+$563K

Top Sells

1
+$11.6M
2
+$4.48M
3
+$4.19M
4
WMT icon
Walmart
WMT
+$766K
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$643K

Sector Composition

1 Technology 8.33%
2 Healthcare 5.93%
3 Financials 5.36%
4 Industrials 4.62%
5 Communication Services 3.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
INSP icon
476
Inspire Medical Systems
INSP
$3.67B
$50.9K 0.01%
686
+86
VDC icon
477
Vanguard Consumer Staples ETF
VDC
$7.31B
$50.4K 0.01%
236
BHP icon
478
BHP
BHP
$140B
$49.6K 0.01%
890
DJT icon
479
Trump Media & Technology Group
DJT
$3.07B
$49.3K 0.01%
3,000
CRS icon
480
Carpenter Technology
CRS
$15.8B
$49.1K 0.01%
200
VGSH icon
481
Vanguard Short-Term Treasury ETF
VGSH
$24.7B
$48.8K 0.01%
830
+3
DJUN icon
482
FT Vest US Equity Deep Buffer ETF June
DJUN
$274M
$48.7K 0.01%
1,047
GALT icon
483
Galectin Therapeutics
GALT
$355M
$46.6K 0.01%
+11,000
UBER icon
484
Uber
UBER
$180B
$46.3K 0.01%
473
+118
D icon
485
Dominion Energy
D
$51.9B
$46.3K 0.01%
757
+2
XLF icon
486
State Street Financial Select Sector SPDR ETF
XLF
$51.9B
$45.9K 0.01%
852
+1
FTSL icon
487
First Trust Senior Loan Fund ETF
FTSL
$2.34B
$45.8K 0.01%
1,000
CMCSA icon
488
Comcast
CMCSA
$96.9B
$45.7K 0.01%
1,454
+6
MPC icon
489
Marathon Petroleum
MPC
$59B
$45.6K 0.01%
236
+4
CHCO icon
490
City Holding Co
CHCO
$1.75B
$45.3K 0.01%
366
UJAN icon
491
Innovator US Equity Ultra Buffer ETF January
UJAN
$204M
$44.5K 0.01%
1,057
DGX icon
492
Quest Diagnostics
DGX
$20.4B
$44.1K 0.01%
231
XBB icon
493
BondBloxx BB-Rated USD High Yield Corporate Bond ETF
XBB
$377M
$43.2K 0.01%
1,045
+24
VBK icon
494
Vanguard Small-Cap Growth ETF
VBK
$20.6B
$42.9K 0.01%
144
-6
CB icon
495
Chubb
CB
$116B
$42.6K 0.01%
151
-30
OCTJ icon
496
Innovator Premium Income 30 Barrier ETF October
OCTJ
$19.3M
$42.3K 0.01%
1,771
-576
ADX icon
497
Adams Diversified Equity Fund
ADX
$2.72B
$42.1K 0.01%
1,889
DTD icon
498
WisdomTree US Total Dividend Fund
DTD
$1.47B
$42K 0.01%
500
GFI icon
499
Gold Fields
GFI
$38.2B
$42K 0.01%
+1,000
AXP icon
500
American Express
AXP
$248B
$41.5K 0.01%
125
18 19
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