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
$247M
AUM Growth
-$35.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
852
New
Increased
Reduced
Closed

Top Buys

1
+$646K
2
+$631K
3
+$487K
4
UGI icon
UGI
UGI
+$463K
5
FJUN icon
FT Vest US Equity Buffer ETF June
FJUN
+$397K

Top Sells

1
+$1.93M
2
+$1.93M
3
+$777K
4
ACC
American Campus Communities, Inc.
ACC
+$765K
5
FPE icon
First Trust Preferred Securities and Income ETF
FPE
+$550K

Sector Composition

1 Healthcare 9.42%
2 Technology 8.12%
3 Industrials 4.97%
4 Financials 4.89%
5 Real Estate 4.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
676
$2.32K ﹤0.01%
25
677
$2.31K ﹤0.01%
33
678
$2.3K ﹤0.01%
86
679
$2.28K ﹤0.01%
67
680
$2.19K ﹤0.01%
37
681
$2.16K ﹤0.01%
35
682
$2.12K ﹤0.01%
30
683
$2.08K ﹤0.01%
64
-4
684
$2.03K ﹤0.01%
24
685
$1.96K ﹤0.01%
75
686
$1.92K ﹤0.01%
135
687
$1.76K ﹤0.01%
61
688
$1.73K ﹤0.01%
49
689
$1.68K ﹤0.01%
132
690
$1.68K ﹤0.01%
78
691
$1.67K ﹤0.01%
200
692
$1.65K ﹤0.01%
28
693
$1.64K ﹤0.01%
200
694
$1.62K ﹤0.01%
51
695
$1.59K ﹤0.01%
14
696
$1.58K ﹤0.01%
1,000
697
$1.58K ﹤0.01%
10
698
$1.57K ﹤0.01%
33
699
$1.53K ﹤0.01%
138
700
$1.48K ﹤0.01%
152
26 27
28
29 30