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
$254M
AUM Growth
+$11.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
795
New
Increased
Reduced
Closed

Top Buys

1
+$1.22M
2
+$916K
3
+$885K
4
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$821K
5
UAPR icon
Innovator US Equity Ultra Buffer ETF April
UAPR
+$804K

Top Sells

1
+$1.03M
2
+$1.01M
3
+$690K
4
DELL
DELL INC
DELL
+$680K
5
PDEC icon
Innovator US Equity Power Buffer ETF December
PDEC
+$595K

Sector Composition

1 Technology 8.81%
2 Healthcare 8.38%
3 Financials 6.24%
4 Industrials 5.38%
5 Consumer Discretionary 4.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
501
$3.7K ﹤0.01%
430
502
$3.48K ﹤0.01%
65
503
$3.33K ﹤0.01%
+100
504
$3.28K ﹤0.01%
77
505
$3.26K ﹤0.01%
25
506
$3.18K ﹤0.01%
10
507
$3.14K ﹤0.01%
49
508
$3.03K ﹤0.01%
58
509
$3.01K ﹤0.01%
68
510
$2.92K ﹤0.01%
200
511
$2.88K ﹤0.01%
28
512
$2.85K ﹤0.01%
+200
513
$2.85K ﹤0.01%
1,000
514
$2.7K ﹤0.01%
22
515
$2.66K ﹤0.01%
82
516
$2.65K ﹤0.01%
100
517
$2.63K ﹤0.01%
30
518
$2.61K ﹤0.01%
39
519
$2.52K ﹤0.01%
+800
520
$2.51K ﹤0.01%
47
521
$2.48K ﹤0.01%
233
522
$2.46K ﹤0.01%
+190
523
$2.41K ﹤0.01%
37
524
$2K ﹤0.01%
135
525
$1.93K ﹤0.01%
33
19 20
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