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
676
$1.86K ﹤0.01%
135
677
$1.82K ﹤0.01%
24
678
$1.79K ﹤0.01%
25
679
$1.76K ﹤0.01%
37
680
$1.75K ﹤0.01%
311
+105
681
$1.72K ﹤0.01%
61
682
$1.69K ﹤0.01%
205
+53
683
$1.69K ﹤0.01%
65
+1
684
$1.64K ﹤0.01%
51
685
$1.62K ﹤0.01%
59
-1,000
686
$1.6K ﹤0.01%
45
-23
687
$1.56K ﹤0.01%
575
688
$1.54K ﹤0.01%
1,000
689
$1.52K ﹤0.01%
+250
690
$1.5K ﹤0.01%
28
691
$1.49K ﹤0.01%
10
692
$1.46K ﹤0.01%
122
693
$1.4K ﹤0.01%
33
694
$1.37K ﹤0.01%
190
695
$1.36K ﹤0.01%
200
-100
696
$1.36K ﹤0.01%
184
697
$1.34K ﹤0.01%
49
698
$1.33K ﹤0.01%
200
699
$1.32K ﹤0.01%
100
700
$1.28K ﹤0.01%
49
26 27
28
29 30