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
$247M
AUM Growth
-$35.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
852
New
Increased
Reduced
Closed

Top Buys

1
+$646K
2
+$631K
3
+$487K
4
UGI icon
UGI
UGI
+$463K
5
FJUN icon
FT Vest US Equity Buffer ETF June
FJUN
+$397K

Top Sells

1
+$1.93M
2
+$1.93M
3
+$777K
4
ACC
American Campus Communities, Inc.
ACC
+$765K
5
FPE icon
First Trust Preferred Securities and Income ETF
FPE
+$550K

Sector Composition

1 Healthcare 9.42%
2 Technology 8.12%
3 Industrials 4.97%
4 Financials 4.89%
5 Real Estate 4.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$16.4K 0.01%
60
477
$16.4K 0.01%
700
478
$16.3K 0.01%
284
-3,067
479
$16.2K 0.01%
220
480
$16.1K 0.01%
105
481
$15.9K 0.01%
406
+271
482
$15.8K 0.01%
500
483
$15.7K 0.01%
5,724
484
$15.7K 0.01%
350
485
$15.6K 0.01%
290
486
$15.2K 0.01%
100
487
$14.8K 0.01%
170
488
$14.8K 0.01%
450
489
$14.5K 0.01%
121
490
$14.2K 0.01%
221
491
$14.2K 0.01%
282
492
$14.1K 0.01%
142
493
$13.9K 0.01%
500
494
$13.9K 0.01%
1,095
495
$13.9K 0.01%
57
-421
496
$13.8K 0.01%
66
497
$13.8K 0.01%
155
498
$13.7K 0.01%
244
499
$13.7K 0.01%
162
500
$13.7K 0.01%
500
+167
18 19
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