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
876
$4.56K ﹤0.01%
10
877
$4.49K ﹤0.01%
68
878
$4.46K ﹤0.01%
500
879
$4.42K ﹤0.01%
83
880
$4.38K ﹤0.01%
87
881
$4.35K ﹤0.01%
297
882
$4.28K ﹤0.01%
65
883
$4.25K ﹤0.01%
80
884
$4.22K ﹤0.01%
100
885
$4.17K ﹤0.01%
67
886
$4.16K ﹤0.01%
14
887
$4.15K ﹤0.01%
44
888
$4.09K ﹤0.01%
34
889
$4.04K ﹤0.01%
22
-1,599
890
$3.94K ﹤0.01%
142
891
$3.85K ﹤0.01%
14
892
$3.82K ﹤0.01%
2
893
$3.81K ﹤0.01%
89
-88
894
$3.79K ﹤0.01%
70
895
$3.78K ﹤0.01%
60
896
$3.75K ﹤0.01%
13
-135
897
$3.73K ﹤0.01%
62
898
$3.67K ﹤0.01%
67
-66
899
$3.65K ﹤0.01%
89
+1
900
$3.65K ﹤0.01%
111
34 35
36
37 38