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
$258M
AUM Growth
+$20.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
880
New
Increased
Reduced
Closed

Top Buys

1
+$5.65M
2
+$1.48M
3
+$1.19M
4
FTCS icon
First Trust Capital Strength ETF
FTCS
+$567K
5
BIL icon
SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$484K

Top Sells

1
+$5.29M
2
+$916K
3
+$856K
4
USEP icon
Innovator US Equity Ultra Buffer ETF September
USEP
+$794K
5
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$616K

Sector Composition

1 Healthcare 9.24%
2 Technology 7.53%
3 Financials 5.06%
4 Industrials 4.96%
5 Energy 3.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.19M 0.46%
25,101
52
$1.18M 0.46%
6,193
-700
53
$1.18M 0.46%
35,350
-234
54
$1.18M 0.46%
24,771
-800
55
$1.18M 0.46%
3,382
56
$1.17M 0.46%
44,428
+9,513
57
$1.1M 0.43%
7,260
+1
58
$1.08M 0.42%
3,062
-127
59
$1.06M 0.41%
28,502
+1,502
60
$1.06M 0.41%
17,818
+1,429
61
$1.05M 0.41%
12,512
+325
62
$1.03M 0.4%
5,112
63
$1.02M 0.39%
1,915
-12
64
$981K 0.38%
19,558
+3,819
65
$942K 0.37%
3,530
66
$941K 0.37%
7,821
+103
67
$932K 0.36%
5,379
68
$929K 0.36%
6,309
69
$920K 0.36%
5,570
70
$911K 0.35%
8,739
+30
71
$887K 0.34%
32,024
+1,327
72
$877K 0.34%
7,268
-250
73
$864K 0.34%
23,922
-100
74
$851K 0.33%
23,965
+1,738
75
$829K 0.32%
9,546
-210
1 2
3
4 5