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
851
$5.21K ﹤0.01%
47
852
$5.2K ﹤0.01%
407
+1
853
$5.2K ﹤0.01%
20
854
$5.18K ﹤0.01%
137
855
$5.16K ﹤0.01%
677
+50
856
$5.15K ﹤0.01%
67
857
$5.15K ﹤0.01%
13
858
$5.14K ﹤0.01%
+49
859
$5.13K ﹤0.01%
27
860
$5.08K ﹤0.01%
+125
861
$4.93K ﹤0.01%
235
862
$4.93K ﹤0.01%
80
863
$4.91K ﹤0.01%
200
864
$4.85K ﹤0.01%
+30
865
$4.85K ﹤0.01%
+720
866
$4.84K ﹤0.01%
350
867
$4.83K ﹤0.01%
27
868
$4.83K ﹤0.01%
25
+2
869
$4.81K ﹤0.01%
270
870
$4.76K ﹤0.01%
+21
871
$4.74K ﹤0.01%
35
872
$4.71K ﹤0.01%
141
873
$4.68K ﹤0.01%
50
874
$4.68K ﹤0.01%
11
875
$4.59K ﹤0.01%
41
33 34
35
36 37