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
651
$2.79K ﹤0.01%
25
652
$2.74K ﹤0.01%
21
653
$2.73K ﹤0.01%
100
654
$2.66K ﹤0.01%
108
+100
655
$2.64K ﹤0.01%
132
656
$2.6K ﹤0.01%
53
657
$2.55K ﹤0.01%
31
658
$2.55K ﹤0.01%
22
659
$2.4K ﹤0.01%
200
660
$2.39K ﹤0.01%
75
661
$2.36K ﹤0.01%
13
662
$2.33K ﹤0.01%
46
663
$2.3K ﹤0.01%
8
664
$2.29K ﹤0.01%
56
665
$2.22K ﹤0.01%
18
666
$2.16K ﹤0.01%
10
667
$2.14K ﹤0.01%
67
668
$2.13K ﹤0.01%
35
669
$2.12K ﹤0.01%
58
670
$2.1K ﹤0.01%
50
671
$2.07K ﹤0.01%
200
672
$2.05K ﹤0.01%
61
-6
673
$2.02K ﹤0.01%
200
674
$1.95K ﹤0.01%
30
675
$1.92K ﹤0.01%
33
25 26
27
28 29