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
$443M
AUM Growth
+$23.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,254
New
Increased
Reduced
Closed

Top Buys

1
+$13M
2
+$4.67M
3
+$3.66M
4
UNH icon
UnitedHealth
UNH
+$669K
5
ZAUG
Innovator Equity Defined Protection ETF - 1 Yr August
ZAUG
+$563K

Top Sells

1
+$11.6M
2
+$4.48M
3
+$4.19M
4
WMT icon
Walmart
WMT
+$766K
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$643K

Sector Composition

1 Technology 8.33%
2 Healthcare 5.93%
3 Financials 5.36%
4 Industrials 4.62%
5 Communication Services 3.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
BAR icon
526
GraniteShares Gold Shares
BAR
$1.42B
$35.1K 0.01%
923
OMFL icon
527
Invesco Russell 1000 Dynamic Multifactor ETF
OMFL
$4.88B
$34.7K 0.01%
576
+17
MAIN icon
528
Main Street Capital
MAIN
$5.19B
$34.6K 0.01%
544
+312
SLB icon
529
SLB Ltd
SLB
$53.3B
$34.5K 0.01%
1,004
-48
VCIT icon
530
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
$57.4B
$33.8K 0.01%
402
+1
SBSW icon
531
Sibanye-Stillwater
SBSW
$9B
$33.7K 0.01%
+3,000
WFC icon
532
Wells Fargo
WFC
$268B
$33.7K 0.01%
402
-135
IGV icon
533
iShares Expanded Tech-Software Sector ETF
IGV
$8.26B
$33.5K 0.01%
291
+1
METC icon
534
Ramaco Resources Class A
METC
$1.03B
$33.2K 0.01%
+1,000
LVDS
535
JPMorgan Fundamental Data Science Large Value ETF
LVDS
$101M
$33.2K 0.01%
+642
ONB icon
536
Old National Bancorp
ONB
$8.52B
$32.9K 0.01%
1,500
PRU icon
537
Prudential Financial
PRU
$37.6B
$32.4K 0.01%
312
-225
ASG
538
Liberty All-Star Growth Fund
ASG
$332M
$32.1K 0.01%
5,786
CARR icon
539
Carrier Global
CARR
$45.3B
$31.9K 0.01%
534
ETN icon
540
Eaton
ETN
$132B
$31.7K 0.01%
85
OUNZ icon
541
VanEck Merk Gold Trust
OUNZ
$2.41B
$31.6K 0.01%
850
-32
NJAN icon
542
Innovator Growth-100 Power Buffer ETF January
NJAN
$285M
$31.3K 0.01%
588
ISCV icon
543
iShares Morningstar Small-Cap Value ETF
ISCV
$571M
$31.2K 0.01%
468
TGT icon
544
Target
TGT
$40.6B
$31.1K 0.01%
347
+2
MS icon
545
Morgan Stanley
MS
$269B
$30.5K 0.01%
192
+1
IAGG icon
546
iShares Core International Aggregate Bond Fund
IAGG
$11.3B
$30.2K 0.01%
590
ELME
547
Elme Communities
ELME
$1.52B
$30.1K 0.01%
1,788
BABA icon
548
Alibaba
BABA
$384B
$30.1K 0.01%
168
+3
AOM icon
549
iShares Core Moderate Allocation ETF
AOM
$1.64B
$29.9K 0.01%
629
+2
TSN icon
550
Tyson Foods
TSN
$20.5B
$29.9K 0.01%
550
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