AIC

Archer Investment Corporation Portfolio holdings

AUM $443M
1-Year Est. Return 13.8%
This Quarter Est. Return
1 Year Est. Return
+13.8%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$247M
AUM Growth
-$35.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
852
New
Increased
Reduced
Closed

Top Buys

1
+$646K
2
+$631K
3
+$487K
4
UGI icon
UGI
UGI
+$463K
5
FJUN icon
FT Vest US Equity Buffer ETF June
FJUN
+$397K

Top Sells

1
+$1.93M
2
+$1.93M
3
+$777K
4
ACC
American Campus Communities, Inc.
ACC
+$765K
5
FPE icon
First Trust Preferred Securities and Income ETF
FPE
+$550K

Sector Composition

1 Healthcare 9.42%
2 Technology 8.12%
3 Industrials 4.97%
4 Financials 4.89%
5 Real Estate 4.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
776
$362 ﹤0.01%
20
777
$357 ﹤0.01%
5
778
$348 ﹤0.01%
10
779
$332 ﹤0.01%
49
780
$316 ﹤0.01%
13
781
$313 ﹤0.01%
27
782
$311 ﹤0.01%
16
783
$291 ﹤0.01%
8
784
$256 ﹤0.01%
8
785
$246 ﹤0.01%
50
786
$224 ﹤0.01%
+200
787
$214 ﹤0.01%
100
788
$208 ﹤0.01%
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789
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$167 ﹤0.01%
50
792
$120 ﹤0.01%
11
793
$108 ﹤0.01%
30
794
$100 ﹤0.01%
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795
– –
0
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$89 ﹤0.01%
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797
$86 ﹤0.01%
7
798
$86 ﹤0.01%
40
799
$86 ﹤0.01%
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800
$84 ﹤0.01%
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30 31
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