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
$267M
AUM Growth
+$13.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
764
New
Increased
Reduced
Closed

Top Buys

1
+$1.97M
2
+$1.79M
3
+$1.32M
4
NOBL icon
ProShares S&P 500 Dividend Aristocrats ETF
NOBL
+$1.27M
5
FAUG icon
FT Vest US Equity Buffer ETF August
FAUG
+$1.2M

Top Sells

1
+$3.88M
2
+$1.22M
3
+$768K
4
QQQ icon
Invesco QQQ Trust
QQQ
+$704K
5
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$687K

Sector Composition

1 Technology 8.76%
2 Healthcare 8.23%
3 Financials 5.76%
4 Industrials 4.75%
5 Consumer Discretionary 4.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.22M 0.46%
25,180
+1,780
52
$1.2M 0.45%
+33,020
53
$1.2M 0.45%
8,614
+582
54
$1.19M 0.45%
17,012
+500
55
$1.19M 0.45%
20,145
+2,245
56
$1.18M 0.44%
7,009
+1,909
57
$1.16M 0.43%
14,826
58
$1.12M 0.42%
2,830
+112
59
$1.09M 0.41%
3,405
60
$1.07M 0.4%
5,570
61
$1.05M 0.39%
+30,350
62
$1.04M 0.39%
3,991
-349
63
$1.02M 0.38%
10,273
64
$1.01M 0.38%
48,900
-380
65
$987K 0.37%
3,618
-209
66
$985K 0.37%
18,230
-878
67
$971K 0.36%
5,890
+1,690
68
$957K 0.36%
8,870
+51
69
$905K 0.34%
4,077
+52
70
$876K 0.33%
6,985
+485
71
$863K 0.32%
2,460
72
$832K 0.31%
13,886
+5,699
73
$831K 0.31%
7,530
74
$827K 0.31%
12,500
75
$805K 0.3%
7,014
1 2
3
4 5