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
501
$13.6K 0.01%
117
502
$13.3K 0.01%
287
-1,429
503
$13.3K 0.01%
318
504
$13.2K 0.01%
200
505
$12.4K 0.01%
1,275
506
$12.3K 0.01%
227
507
$12.3K 0.01%
600
+100
508
$12K ﹤0.01%
55
509
$11.8K ﹤0.01%
283
510
$11.7K ﹤0.01%
127
-51
511
$11.6K ﹤0.01%
450
+250
512
$11.6K ﹤0.01%
533
513
$11.6K ﹤0.01%
318
514
$11.6K ﹤0.01%
125
515
$11.4K ﹤0.01%
280
-34
516
$11.1K ﹤0.01%
574
517
$11.1K ﹤0.01%
400
518
$11.1K ﹤0.01%
180
519
$11K ﹤0.01%
200
520
$10.9K ﹤0.01%
284
521
$10.8K ﹤0.01%
481
522
$10.5K ﹤0.01%
260
523
$10.5K ﹤0.01%
80
+8
524
$10.4K ﹤0.01%
333
+200
525
$10.2K ﹤0.01%
174
19 20
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