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
601
$0 ﹤0.01%
40
602
-750
603
$0 ﹤0.01%
32
+3
604
-16,000
605
-13,450
606
-1,500
607
-1,644
608
-125
609
-120
610
-200
611
-667
612
-30,100
613
-120
614
-49
615
-133
616
-200
617
$0 ﹤0.01%
50
618
-100
619
-3,900
620
-1,382
621
-30
622
-12,700
623
$0 ﹤0.01%
+9
624
-35
625
-3,256