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
976
$2.19K ﹤0.01%
25
977
$2.17K ﹤0.01%
144
978
$2.16K ﹤0.01%
32
979
$2.15K ﹤0.01%
51
980
$2.13K ﹤0.01%
61
981
$2.12K ﹤0.01%
216
+3
982
$2.11K ﹤0.01%
74
983
$2.04K ﹤0.01%
41
984
$2.04K ﹤0.01%
35
985
$2.02K ﹤0.01%
+80
986
$2.02K ﹤0.01%
250
987
$2K ﹤0.01%
34
+24
988
$1.97K ﹤0.01%
4
989
$1.97K ﹤0.01%
37
990
$1.96K ﹤0.01%
49
-500
991
$1.94K ﹤0.01%
+100
992
$1.93K ﹤0.01%
400
993
$1.92K ﹤0.01%
125
994
$1.92K ﹤0.01%
23
995
$1.91K ﹤0.01%
67
996
$1.88K ﹤0.01%
117
997
$1.87K ﹤0.01%
10
998
$1.84K ﹤0.01%
41
+18
999
$1.83K ﹤0.01%
+40
1000
$1.8K ﹤0.01%
10
38 39
40
41 42