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
826
$5.68K ﹤0.01%
119
827
$5.68K ﹤0.01%
40
828
$5.66K ﹤0.01%
143
829
$5.66K ﹤0.01%
40
-58
830
$5.65K ﹤0.01%
80
+1
831
$5.65K ﹤0.01%
51
832
$5.64K ﹤0.01%
44
833
$5.64K ﹤0.01%
62
834
$5.63K ﹤0.01%
42
835
$5.63K ﹤0.01%
425
836
$5.63K ﹤0.01%
140
837
$5.59K ﹤0.01%
123
838
$5.57K ﹤0.01%
98
839
$5.56K ﹤0.01%
91
840
$5.56K ﹤0.01%
125
841
$5.54K ﹤0.01%
93
842
$5.52K ﹤0.01%
21
843
$5.51K ﹤0.01%
25
844
$5.47K ﹤0.01%
22
845
$5.4K ﹤0.01%
98
846
$5.35K ﹤0.01%
135
847
$5.33K ﹤0.01%
314
848
$5.28K ﹤0.01%
300
849
$5.27K ﹤0.01%
110
850
$5.22K ﹤0.01%
450
32 33
34
35 36