AIC

Archer Investment Corporation Portfolio holdings

AUM $443M
1-Year Est. Return 16.91%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.91%
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
+$743K
2
+$654K
3
+$513K
4
UGI icon
UGI
UGI
+$465K
5
FJUN icon
FT Vest US Equity Buffer ETF June
FJUN
+$404K

Top Sells

1
+$1.98M
2
+$1.94M
3
+$751K
4
HRB icon
H&R Block
HRB
+$679K
5
FPE icon
First Trust Preferred Securities and Income ETF
FPE
+$577K

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
826
– –
-105
827
– –
-188
828
– –
-37
829
$0 ﹤0.01%
344
+89
30 31 32 33
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