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
901
$3.65K ﹤0.01%
44
902
$3.64K ﹤0.01%
80
903
$3.64K ﹤0.01%
156
+1
904
$3.57K ﹤0.01%
77
905
$3.57K ﹤0.01%
138
906
$3.56K ﹤0.01%
160
907
$3.56K ﹤0.01%
69
908
$3.53K ﹤0.01%
61
909
$3.5K ﹤0.01%
129
+1
910
$3.46K ﹤0.01%
+134
911
$3.42K ﹤0.01%
148
912
$3.4K ﹤0.01%
42
913
$3.38K ﹤0.01%
+126
914
$3.36K ﹤0.01%
100
915
$3.35K ﹤0.01%
50
916
$3.34K ﹤0.01%
100
917
$3.34K ﹤0.01%
150
918
$3.33K ﹤0.01%
42
+1
919
$3.28K ﹤0.01%
46
920
$3.25K ﹤0.01%
80
921
$3.25K ﹤0.01%
32
922
$3.22K ﹤0.01%
16
923
$3.22K ﹤0.01%
99
924
$3.19K ﹤0.01%
5
925
$3.07K ﹤0.01%
95
35 36
37
38 39