AIC

Archer Investment Corporation Portfolio holdings

AUM $443M
1-Year Est. Return 16.91%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.91%
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
626
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627
$0 ﹤0.01%
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629
$0 ﹤0.01%
11
630
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-130
632
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-5,600
633
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635
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-667
636
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637
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-12,700
639
$0 ﹤0.01%
+9
640
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641
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-4,500
642
$0 ﹤0.01%
40
643
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644
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645
$0 ﹤0.01%
132
646
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647
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648
– –
-200
649
$0 ﹤0.01%
2
650
$0 ﹤0.01%
400
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