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
$149M
AUM Growth
-$40.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
684
New
Increased
Reduced
Closed

Top Buys

1
+$7.92M
2
+$1.56M
3
+$1.08M
4
PSX icon
Phillips 66
PSX
+$998K
5
UJAN icon
Innovator US Equity Ultra Buffer ETF January
UJAN
+$956K

Top Sells

1
+$9.41M
2
+$5.32M
3
+$2.4M
4
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$1.97M
5
HD icon
Home Depot
HD
+$1.58M

Sector Composition

1 Healthcare 9.88%
2 Technology 8.98%
3 Financials 6.12%
4 Communication Services 4.67%
5 Industrials 4.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
576
$1K ﹤0.01%
73
577
$1K ﹤0.01%
+500
578
$1K ﹤0.01%
95
579
$1K ﹤0.01%
37
580
$1K ﹤0.01%
+14
581
$1K ﹤0.01%
10
582
$1K ﹤0.01%
1,000
583
– –
-65
584
– –
-552
585
– –
-100
586
$0 ﹤0.01%
2
587
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447
588
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589
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591
$0 ﹤0.01%
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592
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593
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595
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-106
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-2,000
598
$0 ﹤0.01%
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70
-100
22 23
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