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
$237M
AUM Growth
-$9.86M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
853
New
Increased
Reduced
Closed

Top Buys

1
+$698K
2
+$566K
3
+$545K
4
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$529K
5
UAPR icon
Innovator US Equity Ultra Buffer ETF April
UAPR
+$482K

Top Sells

1
+$486K
2
+$383K
3
+$332K
4
VTRS icon
Viatris
VTRS
+$300K
5
MMM icon
3M
MMM
+$276K

Sector Composition

1 Healthcare 8.94%
2 Technology 7.78%
3 Financials 4.82%
4 Industrials 4.6%
5 Real Estate 3.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$743K 0.31%
37,000
77
$732K 0.31%
22,227
-79
78
$732K 0.31%
19,281
-4,147
79
$719K 0.3%
1,417
80
$710K 0.3%
21,894
81
$700K 0.3%
5,894
+321
82
$698K 0.29%
+15,739
83
$695K 0.29%
9,291
84
$695K 0.29%
7,321
85
$675K 0.28%
11,000
86
$672K 0.28%
9,418
+787
87
$667K 0.28%
24,000
88
$665K 0.28%
26,815
+7,270
89
$664K 0.28%
2,460
90
$653K 0.28%
7,549
91
$649K 0.27%
2,972
-201
92
$638K 0.27%
8,200
93
$630K 0.27%
4,074
-57
94
$625K 0.26%
51,490
-3,140
95
$621K 0.26%
9,133
+333
96
$614K 0.26%
1,530
-40
97
$596K 0.25%
10,200
98
$588K 0.25%
6,857
-503
99
$587K 0.25%
6,310
+8
100
$570K 0.24%
14,902
2 3
4
5 6