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
926
$3.04K ﹤0.01%
30
927
$3.02K ﹤0.01%
66
928
$3.02K ﹤0.01%
32
929
$3.01K ﹤0.01%
200
930
$3.01K ﹤0.01%
500
931
$2.99K ﹤0.01%
148
932
$2.98K ﹤0.01%
+62
933
$2.95K ﹤0.01%
40
934
$2.95K ﹤0.01%
170
935
$2.91K ﹤0.01%
135
+1
936
$2.91K ﹤0.01%
100
937
$2.88K ﹤0.01%
67
938
$2.84K ﹤0.01%
32
939
$2.83K ﹤0.01%
30
940
$2.83K ﹤0.01%
100
941
$2.82K ﹤0.01%
2,000
942
$2.82K ﹤0.01%
288
+6
943
$2.8K ﹤0.01%
28
944
$2.77K ﹤0.01%
20
945
$2.74K ﹤0.01%
10
946
$2.71K ﹤0.01%
55
947
$2.7K ﹤0.01%
50
948
$2.68K ﹤0.01%
10
949
$2.68K ﹤0.01%
+49
950
$2.67K ﹤0.01%
47
+3
36 37
38
39 40