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
476
$50.9K 0.01%
686
+86
477
$50.4K 0.01%
236
478
$49.6K 0.01%
890
479
$49.3K 0.01%
3,000
480
$49.1K 0.01%
200
481
$48.8K 0.01%
830
+3
482
$48.7K 0.01%
1,047
483
$46.6K 0.01%
+11,000
484
$46.3K 0.01%
473
+118
485
$46.3K 0.01%
757
+2
486
$45.9K 0.01%
852
+1
487
$45.8K 0.01%
1,000
488
$45.7K 0.01%
1,454
+6
489
$45.6K 0.01%
236
+4
490
$45.3K 0.01%
366
491
$44.5K 0.01%
1,057
492
$44.1K 0.01%
231
493
$43.2K 0.01%
1,045
+24
494
$42.9K 0.01%
144
-6
495
$42.6K 0.01%
151
-30
496
$42.3K 0.01%
1,771
-576
497
$42.1K 0.01%
1,889
498
$42K 0.01%
500
499
$42K 0.01%
+1,000
500
$41.5K 0.01%
125
18 19
20
21 22