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
951
$2.59K ﹤0.01%
+50
952
$2.58K ﹤0.01%
25
953
$2.56K ﹤0.01%
+17
954
$2.56K ﹤0.01%
28
955
$2.53K ﹤0.01%
75
956
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40
957
$2.5K ﹤0.01%
18
958
$2.48K ﹤0.01%
89
959
$2.48K ﹤0.01%
8
960
$2.46K ﹤0.01%
100
961
$2.42K ﹤0.01%
120
962
$2.42K ﹤0.01%
36
963
$2.42K ﹤0.01%
72
964
$2.41K ﹤0.01%
12
965
$2.4K ﹤0.01%
29
966
$2.39K ﹤0.01%
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967
$2.36K ﹤0.01%
18
968
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454
969
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27
970
$2.28K ﹤0.01%
31
971
$2.25K ﹤0.01%
17
972
$2.23K ﹤0.01%
122
+2
973
$2.21K ﹤0.01%
45
974
$2.21K ﹤0.01%
11
975
$2.2K ﹤0.01%
100
37 38
39
40 41