AIC

Archer Investment Corporation Portfolio holdings

AUM $419M
1-Year Est. Return 14.14%
This Quarter Est. Return
1 Year Est. Return
+14.14%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$247M
AUM Growth
-$35.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
852
New
Increased
Reduced
Closed

Top Buys

1
+$646K
2
+$631K
3
+$487K
4
UGI icon
UGI
UGI
+$463K
5
FJUN icon
FT Vest US Equity Buffer ETF June
FJUN
+$397K

Top Sells

1
+$1.93M
2
+$1.93M
3
+$777K
4
ACC
American Campus Communities, Inc.
ACC
+$765K
5
FPE icon
First Trust Preferred Securities and Income ETF
FPE
+$550K

Sector Composition

1 Healthcare 9.42%
2 Technology 8.12%
3 Industrials 4.97%
4 Financials 4.89%
5 Real Estate 4.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$787K 0.32%
5,573
+5
77
$770K 0.31%
1,417
78
$763K 0.31%
24,408
79
$759K 0.31%
22,306
-4,028
80
$756K 0.31%
10,904
81
$751K 0.3%
20,065
-87
82
$745K 0.3%
7,321
83
$724K 0.29%
21,894
84
$724K 0.29%
7,549
85
$721K 0.29%
11,000
86
$713K 0.29%
9,291
+16
87
$700K 0.28%
7,360
+505
88
$696K 0.28%
4,131
+96
89
$694K 0.28%
8,200
90
$694K 0.28%
37,000
91
$676K 0.27%
6,302
+9
92
$675K 0.27%
24,000
93
$650K 0.26%
8,631
-1,783
94
$636K 0.26%
3,482
+432
95
$628K 0.25%
8,800
96
$626K 0.25%
7,712
97
$623K 0.25%
13,545
-2,000
98
$623K 0.25%
9,899
+100
99
$616K 0.25%
6,869
100
$615K 0.25%
6,018
-1,000
2 3
4
5 6