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
651
$15.1K ﹤0.01%
327
+271
652
$15.1K ﹤0.01%
639
653
$15K ﹤0.01%
600
654
$15K ﹤0.01%
395
-305,704
655
$15K ﹤0.01%
306
656
$14.9K ﹤0.01%
604
-348
657
$14.9K ﹤0.01%
112
658
$14.9K ﹤0.01%
998
659
$14.6K ﹤0.01%
609
660
$14.4K ﹤0.01%
217
661
$14.4K ﹤0.01%
114
662
$14.1K ﹤0.01%
141
-45
663
$13.8K ﹤0.01%
215
664
$13.8K ﹤0.01%
687
665
$13.8K ﹤0.01%
1,500
+500
666
$13.8K ﹤0.01%
156
667
$13.8K ﹤0.01%
316
668
$13.7K ﹤0.01%
378
669
$13.6K ﹤0.01%
201
670
$13.5K ﹤0.01%
60
+1
671
$13.5K ﹤0.01%
40
+12
672
$13.4K ﹤0.01%
520
+20
673
$13.3K ﹤0.01%
58
674
$13.3K ﹤0.01%
68
675
$13.3K ﹤0.01%
152
25 26
27
28 29