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
601
$5.23K ﹤0.01%
100
602
$5.17K ﹤0.01%
57
603
$5.1K ﹤0.01%
64
+12
604
$5.02K ﹤0.01%
120
605
$4.98K ﹤0.01%
106
606
$4.96K ﹤0.01%
65
607
$4.95K ﹤0.01%
54
608
$4.95K ﹤0.01%
531
609
$4.92K ﹤0.01%
178
610
$4.86K ﹤0.01%
+100
611
$4.73K ﹤0.01%
115
612
$4.71K ﹤0.01%
96
613
$4.63K ﹤0.01%
44
614
$4.62K ﹤0.01%
69
615
$4.55K ﹤0.01%
84
616
$4.55K ﹤0.01%
600
617
$4.53K ﹤0.01%
72
618
$4.32K ﹤0.01%
350
619
$4.3K ﹤0.01%
125
620
$4.27K ﹤0.01%
72
621
$4.25K ﹤0.01%
91
622
$4.2K ﹤0.01%
7,000
+6,000
623
$4.17K ﹤0.01%
297
624
$4.16K ﹤0.01%
108
625
$4.15K ﹤0.01%
68
23 24
25
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