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
601
$4.68K ﹤0.01%
273
-1
602
$4.61K ﹤0.01%
64
603
$4.52K ﹤0.01%
200
-1,089
604
$4.48K ﹤0.01%
106
605
$4.47K ﹤0.01%
44
606
$4.41K ﹤0.01%
102
+1
607
$4.34K ﹤0.01%
72
608
$4.32K ﹤0.01%
69
609
$4.28K ﹤0.01%
100
610
$4.21K ﹤0.01%
100
611
$4.13K ﹤0.01%
96
612
$4.08K ﹤0.01%
54
613
$4.03K ﹤0.01%
72
614
$4.02K ﹤0.01%
375
615
$4.01K ﹤0.01%
125
616
$3.98K ﹤0.01%
27
617
$3.92K ﹤0.01%
118
618
$3.9K ﹤0.01%
+500
619
$3.89K ﹤0.01%
531
620
$3.88K ﹤0.01%
113
621
$3.85K ﹤0.01%
297
622
$3.83K ﹤0.01%
600
623
$3.81K ﹤0.01%
91
624
$3.74K ﹤0.01%
68
625
$3.65K ﹤0.01%
140
23 24
25
26 27