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
1026
$1.34K ﹤0.01%
15
1027
$1.3K ﹤0.01%
13
1028
$1.3K ﹤0.01%
14
1029
$1.3K ﹤0.01%
60
1030
$1.3K ﹤0.01%
20
1031
$1.26K ﹤0.01%
+155
1032
$1.25K ﹤0.01%
58
+2
1033
$1.23K ﹤0.01%
31
1034
$1.21K ﹤0.01%
+13
1035
$1.21K ﹤0.01%
25
1036
$1.15K ﹤0.01%
+10
1037
$1.15K ﹤0.01%
180
1038
$1.14K ﹤0.01%
59
1039
$1.11K ﹤0.01%
54
1040
$1.11K ﹤0.01%
+22
1041
$1.1K ﹤0.01%
50
1042
$1.09K ﹤0.01%
56
+1
1043
$1.09K ﹤0.01%
94
1044
$1.08K ﹤0.01%
16
1045
$1.07K ﹤0.01%
51
+1
1046
$1.06K ﹤0.01%
115
+4
1047
$1.03K ﹤0.01%
15
1048
$1.02K ﹤0.01%
41
1049
$999 ﹤0.01%
40
1050
$998 ﹤0.01%
200
40 41
42
43 44