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
501
$41.5K 0.01%
530
+1
502
$41.3K 0.01%
538
+2
503
$40.8K 0.01%
231
504
$40.6K 0.01%
692
505
$40.5K 0.01%
+809
506
$40.5K 0.01%
220
507
$40.5K 0.01%
800
508
$40.3K 0.01%
500
509
$40.1K 0.01%
1,097
510
$40K 0.01%
364
511
$39.3K 0.01%
600
512
$38.6K 0.01%
802
513
$38.6K 0.01%
+1,000
514
$38.5K 0.01%
2,035
-296
515
$38.3K 0.01%
304
516
$37.8K 0.01%
1,525
517
$37.6K 0.01%
970
518
$37.1K 0.01%
551
+1
519
$36.7K 0.01%
1,800
-240
520
$36.4K 0.01%
592
521
$36K 0.01%
400
522
$35.8K 0.01%
265
523
$35.7K 0.01%
858
-12,752
524
$35.7K 0.01%
2,338
525
$35.4K 0.01%
582
+7
19 20
21
22 23