AIC

Archer Investment Corporation Portfolio holdings

AUM $469M
1-Year Est. Return 19.11%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.11%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$443M
AUM Growth
+$23.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,254
New
Increased
Reduced
Closed

Top Buys

1
+$12.8M
2
+$4.62M
3
+$3.57M
4
UNH icon
UnitedHealth
UNH
+$586K
5
ZAUG
Innovator Equity Defined Protection ETF - 1 Yr August
ZAUG
+$556K

Top Sells

1
+$11.4M
2
+$4.35M
3
+$3.98M
4
WMT icon
Walmart Inc
WMT
+$740K
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$619K

Sector Composition

1 Technology 8.33%
2 Healthcare 5.93%
3 Financials 5.36%
4 Industrials 4.64%
5 Communication Services 3.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.75M 0.4%
15,304
+43
52
$1.72M 0.39%
67,672
+18,281
53
$1.69M 0.38%
4,886
+1,937
54
$1.69M 0.38%
10,859
+1
55
$1.66M 0.37%
30,611
+8,918
56
$1.65M 0.37%
14,699
57
$1.62M 0.37%
24,953
+3,844
58
$1.59M 0.36%
21,608
+489
59
$1.56M 0.35%
30,290
+106
60
$1.52M 0.34%
4,455
61
$1.5M 0.34%
5,200
62
$1.48M 0.34%
37,400
63
$1.48M 0.33%
5,247
-17
64
$1.47M 0.33%
122,635
-290
65
$1.41M 0.32%
10,007
+518
66
$1.4M 0.32%
36,774
-9,940
67
$1.39M 0.31%
2,091
-47
68
$1.38M 0.31%
48,863
-3,000
69
$1.38M 0.31%
25,531
+1,887
70
$1.34M 0.3%
4,302
+6
71
$1.33M 0.3%
53,269
-2,524
72
$1.31M 0.3%
52,046
-2,367
73
$1.24M 0.28%
4,327
-100
74
$1.22M 0.28%
8,646
-95
75
$1.2M 0.27%
30,959
-1,220
1 2
3
4 5