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
$271M
AUM Growth
+$13.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
939
New
Increased
Reduced
Closed

Top Buys

1
+$6.93M
2
+$3.94M
3
+$2.47M
4
FEMS icon
First Trust Emerging Markets Small Cap AlphaDEX Fund
FEMS
+$2M
5
FSIG icon
First Trust Limited Duration Investment Grade Corporate ETF
FSIG
+$1.81M

Top Sells

1
+$2.37M
2
+$1.76M
3
+$1.7M
4
LMBS icon
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF
LMBS
+$1.53M
5
FOCT icon
FT Vest US Equity Buffer ETF October
FOCT
+$1.16M

Sector Composition

1 Healthcare 7.93%
2 Technology 7.62%
3 Financials 5.31%
4 Industrials 5.05%
5 Real Estate 3.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.22M 0.45%
12,300
-212
52
$1.21M 0.45%
3,788
+249
53
$1.21M 0.45%
3,409
+27
54
$1.2M 0.44%
69,187
-5,390
55
$1.16M 0.43%
3,092
+30
56
$1.15M 0.43%
25,101
57
$1.14M 0.42%
5,379
58
$1.1M 0.4%
21,638
-3,133
59
$1.09M 0.4%
11,163
+1,617
60
$1.02M 0.37%
6,309
61
$1.01M 0.37%
7,361
+101
62
$1.01M 0.37%
41,540
-1,140
63
$1M 0.37%
2,139
+224
64
$999K 0.37%
2,251
-19
65
$985K 0.36%
5,112
66
$966K 0.36%
5,570
67
$958K 0.35%
17,921
-1,637
68
$955K 0.35%
28,655
+153
69
$892K 0.33%
12,078
+3,259
70
$888K 0.33%
8,739
71
$888K 0.33%
3,380
-150
72
$852K 0.31%
7,268
73
$834K 0.31%
28,810
-3,214
74
$806K 0.3%
23,113
-1,295
75
$803K 0.3%
1,530
1 2
3
4 5