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
1001
$1.79K ﹤0.01%
30
1002
$1.76K ﹤0.01%
+58
1003
$1.72K ﹤0.01%
141
+4
1004
$1.69K ﹤0.01%
22
1005
$1.64K ﹤0.01%
102
1006
$1.62K ﹤0.01%
32
1007
$1.61K ﹤0.01%
40
1008
$1.61K ﹤0.01%
20
1009
$1.6K ﹤0.01%
28
+1
1010
$1.6K ﹤0.01%
105
1011
$1.59K ﹤0.01%
28
1012
$1.59K ﹤0.01%
125
+3
1013
$1.59K ﹤0.01%
52
1014
$1.57K ﹤0.01%
57
+1
1015
$1.57K ﹤0.01%
40
1016
$1.56K ﹤0.01%
48
1017
$1.55K ﹤0.01%
37
1018
$1.51K ﹤0.01%
51
1019
$1.5K ﹤0.01%
37
1020
$1.47K ﹤0.01%
+20
1021
$1.4K ﹤0.01%
10
1022
$1.39K ﹤0.01%
+40
1023
$1.38K ﹤0.01%
8
1024
$1.37K ﹤0.01%
24
1025
$1.36K ﹤0.01%
35
39 40
41
42 43