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
601
$21.6K ﹤0.01%
724
602
$21.5K ﹤0.01%
28
603
$20.9K ﹤0.01%
1,000
604
$20.8K ﹤0.01%
820
605
$20.5K ﹤0.01%
214
+1
606
$20.3K ﹤0.01%
315
607
$20.2K ﹤0.01%
700
608
$20.2K ﹤0.01%
336
609
$20.2K ﹤0.01%
274
610
$20K ﹤0.01%
25
611
$19.9K ﹤0.01%
73
612
$19.8K ﹤0.01%
620
+6
613
$19.7K ﹤0.01%
369
+204
614
$19.7K ﹤0.01%
318
615
$19.6K ﹤0.01%
199
616
$19.5K ﹤0.01%
465
617
$19.5K ﹤0.01%
+1,788
618
$19.2K ﹤0.01%
540
619
$19.1K ﹤0.01%
148
620
$18.9K ﹤0.01%
83
621
$18.8K ﹤0.01%
198
622
$18.7K ﹤0.01%
1,000
623
$18.6K ﹤0.01%
1,011
-1,000
624
$18.6K ﹤0.01%
171
625
$18.6K ﹤0.01%
223
23 24
25
26 27