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
$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
51
$1.1M 0.46%
11,140
-615
52
$1.09M 0.46%
6,309
-700
53
$1.09M 0.46%
25,101
+108
54
$1.05M 0.44%
7,718
55
$1.05M 0.44%
3,189
+1
56
$1.05M 0.44%
5,891
-25
57
$1.03M 0.43%
10,052
+605
58
$1.02M 0.43%
25,571
-500
59
$973K 0.41%
1,927
-35
60
$972K 0.41%
16,389
+754
61
$962K 0.41%
3,382
62
$920K 0.39%
9,756
-684
63
$916K 0.39%
7,259
+2
64
$908K 0.38%
3,530
65
$900K 0.38%
34,915
+14,850
66
$900K 0.38%
5,112
67
$862K 0.36%
5,570
68
$848K 0.36%
27,000
+1,500
69
$845K 0.36%
30,697
-1,073
70
$817K 0.34%
24,022
-124
71
$806K 0.34%
7,518
72
$799K 0.34%
5,379
-2,235
73
$795K 0.34%
8,709
74
$751K 0.32%
10,904
75
$745K 0.31%
24,408
1 2
3
4 5