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
$237M
AUM Growth
-$9.86M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
853
New
Increased
Reduced
Closed

Top Buys

1
+$698K
2
+$566K
3
+$545K
4
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$529K
5
UAPR icon
Innovator US Equity Ultra Buffer ETF April
UAPR
+$482K

Top Sells

1
+$486K
2
+$383K
3
+$332K
4
VTRS icon
Viatris
VTRS
+$300K
5
MMM icon
3M
MMM
+$276K

Sector Composition

1 Healthcare 8.94%
2 Technology 7.78%
3 Financials 4.82%
4 Industrials 4.6%
5 Real Estate 3.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
526
$9.36K ﹤0.01%
648
527
$9.36K ﹤0.01%
368
528
$9.34K ﹤0.01%
114
+48
529
$9.29K ﹤0.01%
117
530
$9.08K ﹤0.01%
85
531
$8.88K ﹤0.01%
208
532
$8.67K ﹤0.01%
142
533
$8.53K ﹤0.01%
333
-167
534
$8.47K ﹤0.01%
180
-15
535
$8.4K ﹤0.01%
533
536
$8.4K ﹤0.01%
93
537
$8.4K ﹤0.01%
174
538
$8.39K ﹤0.01%
349
539
$8.31K ﹤0.01%
220
-30
540
$8.3K ﹤0.01%
50
541
$8.24K ﹤0.01%
325
+100
542
$8.22K ﹤0.01%
64
543
$8.04K ﹤0.01%
100
544
$7.92K ﹤0.01%
158
545
$7.81K ﹤0.01%
217
546
$7.72K ﹤0.01%
160
547
$7.69K ﹤0.01%
438
548
$7.64K ﹤0.01%
36
-250
549
$7.62K ﹤0.01%
150
550
$7.6K ﹤0.01%
57
20 21
22
23 24