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
776
$7.32K ﹤0.01%
+152
777
$7.32K ﹤0.01%
643
+3
778
$7.3K ﹤0.01%
2,590
779
$7.27K ﹤0.01%
+206
780
$7.27K ﹤0.01%
101
781
$7.25K ﹤0.01%
134
+84
782
$7.24K ﹤0.01%
541
783
$7.17K ﹤0.01%
90
784
$7.16K ﹤0.01%
75
785
$7.13K ﹤0.01%
275
786
$7.06K ﹤0.01%
153
787
$7.05K ﹤0.01%
100
788
$7.05K ﹤0.01%
66
789
$6.91K ﹤0.01%
400
790
$6.89K ﹤0.01%
49
791
$6.84K ﹤0.01%
32
792
$6.82K ﹤0.01%
36
793
$6.8K ﹤0.01%
13
794
$6.79K ﹤0.01%
94
795
$6.79K ﹤0.01%
+981
796
$6.78K ﹤0.01%
40
797
$6.73K ﹤0.01%
81
-659
798
$6.64K ﹤0.01%
308
799
$6.57K ﹤0.01%
219
800
$6.55K ﹤0.01%
200
30 31
32
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