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
751
$8.27K ﹤0.01%
32
752
$8.23K ﹤0.01%
83
753
$8.21K ﹤0.01%
285
754
$8.18K ﹤0.01%
130
755
$7.99K ﹤0.01%
890
+3
756
$7.91K ﹤0.01%
465
757
$7.89K ﹤0.01%
253
+1
758
$7.88K ﹤0.01%
100
759
$7.84K ﹤0.01%
75
+14
760
$7.83K ﹤0.01%
10
761
$7.78K ﹤0.01%
87
+8
762
$7.67K ﹤0.01%
300
763
$7.67K ﹤0.01%
774
764
$7.66K ﹤0.01%
2,302
+873
765
$7.66K ﹤0.01%
143
766
$7.64K ﹤0.01%
113
767
$7.61K ﹤0.01%
317
768
$7.59K ﹤0.01%
51
769
$7.53K ﹤0.01%
385
770
$7.53K ﹤0.01%
101
771
$7.5K ﹤0.01%
265
772
$7.49K ﹤0.01%
188
-6,496
773
$7.45K ﹤0.01%
132
774
$7.42K ﹤0.01%
44
775
$7.32K ﹤0.01%
135
+1
29 30
31
32 33