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
76
$1.17M 0.26%
11,688
77
$1.13M 0.25%
46,095
-845
78
$1.12M 0.25%
15,006
-409
79
$1.1M 0.25%
7,771
+3
80
$1.1M 0.25%
4,640
81
$1.09M 0.25%
5,477
82
$1.08M 0.24%
24,018
-654
83
$1.04M 0.24%
2,933
84
$1.02M 0.23%
4,749
+10
85
$989K 0.22%
13,550
86
$967K 0.22%
12,096
-198
87
$965K 0.22%
1,011
88
$944K 0.21%
4,510
-22
89
$935K 0.21%
11,852
-2,043
90
$928K 0.21%
23,797
-26
91
$915K 0.21%
20,813
-2,394
92
$905K 0.2%
13,647
+1
93
$873K 0.2%
5,217
+1
94
$873K 0.2%
12,024
95
$869K 0.2%
5,656
+73
96
$864K 0.2%
3,665
97
$861K 0.19%
6,109
98
$858K 0.19%
23,968
-521
99
$856K 0.19%
6,918
+10
100
$844K 0.19%
31,998
2 3
4
5 6