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
$237M
AUM Growth
-$9.86M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
853
New
Increased
Reduced
Closed

Top Buys

1
+$698K
2
+$566K
3
+$545K
4
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$529K
5
UAPR icon
Innovator US Equity Ultra Buffer ETF April
UAPR
+$482K

Top Sells

1
+$486K
2
+$383K
3
+$332K
4
VTRS icon
Viatris
VTRS
+$300K
5
MMM icon
3M
MMM
+$276K

Sector Composition

1 Healthcare 8.94%
2 Technology 7.78%
3 Financials 4.82%
4 Industrials 4.6%
5 Real Estate 3.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
801
$33 ﹤0.01%
15
802
$33 ﹤0.01%
1
803
$24 ﹤0.01%
+7
804
$8 ﹤0.01%
+1
805
$8 ﹤0.01%
10
806
– –
-200
807
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-436
808
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-4
809
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-100
810
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811
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814
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815
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816
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817
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818
$0 ﹤0.01%
+2
819
$0 ﹤0.01%
344
820
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-3,900
821
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822
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823
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-49
824
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825
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-80
30 31 32
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