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
526
$9.98K ﹤0.01%
250
+150
527
$9.83K ﹤0.01%
648
528
$9.82K ﹤0.01%
117
529
$9.81K ﹤0.01%
130
530
$9.63K ﹤0.01%
195
-225
531
$9.55K ﹤0.01%
+150
532
$9.51K ﹤0.01%
448
533
$9.42K ﹤0.01%
155
534
$9.33K ﹤0.01%
438
535
$9.2K ﹤0.01%
208
536
$9.03K ﹤0.01%
85
537
$9.02K ﹤0.01%
64
538
$8.88K ﹤0.01%
174
539
$8.87K ﹤0.01%
217
540
$8.75K ﹤0.01%
93
541
$8.73K ﹤0.01%
158
542
$8.72K ﹤0.01%
349
543
$8.39K ﹤0.01%
40
544
$8.37K ﹤0.01%
1,000
-600
545
$8.25K ﹤0.01%
142
546
$8.06K ﹤0.01%
2,310
547
$8.02K ﹤0.01%
125
+75
548
$8.01K ﹤0.01%
160
549
$7.96K ﹤0.01%
299
550
$7.91K ﹤0.01%
368
20 21
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