AIC

Archer Investment Corporation Portfolio holdings

AUM $419M
1-Year Est. Return 14.14%
This Quarter Est. Return
1 Year Est. Return
+14.14%
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
51
$1.17M 0.47%
11,755
-487
52
$1.16M 0.47%
5,916
-132
53
$1.16M 0.47%
33,473
+38
54
$1.13M 0.46%
35,499
-254
55
$1.13M 0.46%
3,492
+650
56
$1.11M 0.45%
26,071
+400
57
$1.11M 0.45%
3,188
+378
58
$1.07M 0.43%
3,382
+10
59
$1.04M 0.42%
7,257
-1,364
60
$1.04M 0.42%
9,447
-17,515
61
$1.03M 0.42%
5,112
62
$1.01M 0.41%
24,993
63
$1.01M 0.41%
1,962
+105
64
$986K 0.4%
10,440
+395
65
$980K 0.4%
3,530
66
$966K 0.39%
25,500
+4,300
67
$937K 0.38%
38,180
+25,739
68
$928K 0.38%
15,635
-67
69
$885K 0.36%
7,518
70
$875K 0.35%
8,709
+262
71
$869K 0.35%
31,770
-2,294
72
$865K 0.35%
13,837
-4,614
73
$856K 0.35%
5,570
74
$849K 0.34%
24,146
+11,280
75
$828K 0.34%
54,630
+400
1 2
3
4 5