AIC

Archer Investment Corporation Portfolio holdings

AUM $419M
1-Year Est. Return 14.14%
This Quarter Est. Return
1 Year Est. Return
+14.14%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$271M
AUM Growth
+$13.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
939
New
Increased
Reduced
Closed

Top Buys

1
+$6.93M
2
+$3.94M
3
+$2.47M
4
FEMS icon
First Trust Emerging Markets Small Cap AlphaDEX Fund
FEMS
+$2M
5
FSIG icon
First Trust Limited Duration Investment Grade Corporate ETF
FSIG
+$1.81M

Top Sells

1
+$2.37M
2
+$1.76M
3
+$1.7M
4
LMBS icon
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF
LMBS
+$1.53M
5
FOCT icon
FT Vest US Equity Buffer ETF October
FOCT
+$1.16M

Sector Composition

1 Healthcare 7.93%
2 Technology 7.62%
3 Financials 5.31%
4 Industrials 5.05%
5 Real Estate 3.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
851
– –
-260
852
– –
-10
853
– –
-317
854
– –
-1,925
855
– –
0
856
– –
-83
857
– –
-200
858
– –
-7
859
– –
-1,020
860
– –
-60
861
– –
-550
862
– –
-100
863
– –
-224
864
– –
-1,000
865
– –
-850
866
– –
-300
867
– –
-475
868
– –
-469
869
– –
-640
870
– –
-1,710
871
– –
-365
872
– –
-150
873
– –
-766
874
– –
-240
875
– –
0
33 34
35
36 37