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
$254M
AUM Growth
+$11.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
795
New
Increased
Reduced
Closed

Top Buys

1
+$1.22M
2
+$916K
3
+$885K
4
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$821K
5
UAPR icon
Innovator US Equity Ultra Buffer ETF April
UAPR
+$804K

Top Sells

1
+$1.03M
2
+$1.01M
3
+$690K
4
DELL
DELL INC
DELL
+$680K
5
PDEC icon
Innovator US Equity Power Buffer ETF December
PDEC
+$595K

Sector Composition

1 Technology 8.81%
2 Healthcare 8.38%
3 Financials 6.24%
4 Industrials 5.38%
5 Consumer Discretionary 4.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.07M 0.42%
5,570
52
$1.07M 0.42%
19,108
-601
53
$1.07M 0.42%
2,718
+103
54
$1.06M 0.42%
3,827
+6
55
$1.05M 0.41%
10,273
56
$1M 0.4%
3,405
57
$996K 0.39%
11,000
58
$993K 0.39%
8,819
+5
59
$986K 0.39%
49,280
+400
60
$897K 0.35%
4,025
+948
61
$884K 0.35%
4,250
62
$876K 0.35%
12,500
63
$842K 0.33%
7,530
64
$835K 0.33%
5,100
-2,909
65
$818K 0.32%
7,014
66
$807K 0.32%
6,500
-485
67
$805K 0.32%
4,200
-1,790
68
$804K 0.32%
+31,301
69
$785K 0.31%
2,460
70
$769K 0.3%
+15,224
71
$766K 0.3%
+21,231
72
$747K 0.29%
37,000
73
$741K 0.29%
25,114
-2,218
74
$724K 0.29%
6,913
+1,583
75
$714K 0.28%
12,710
+2,474
1 2
3
4 5