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
551
$29.8K 0.01%
673
552
$29.5K 0.01%
267
+7
553
$29.4K 0.01%
700
554
$29.3K 0.01%
450
555
$29.2K 0.01%
316
556
$29K 0.01%
176
557
$28.4K 0.01%
170
558
$28.4K 0.01%
500
559
$28.3K 0.01%
342
560
$28.2K 0.01%
718
561
$28.1K 0.01%
+449
562
$27.7K 0.01%
464
563
$27.6K 0.01%
120
564
$27.6K 0.01%
233
+1
565
$27.5K 0.01%
1,044
+3
566
$27.4K 0.01%
140
+135
567
$27.2K 0.01%
550
568
$27.1K 0.01%
1,096
569
$26.9K 0.01%
79
+8
570
$26.2K 0.01%
+704
571
$26.2K 0.01%
715
572
$26.2K 0.01%
181
-2,055
573
$26.2K 0.01%
+649
574
$25.7K 0.01%
498
575
$25.6K 0.01%
11,200
-1,000
21 22
23
24 25