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
1051
$984 ﹤0.01%
12
1052
$976 ﹤0.01%
21
1053
$960 ﹤0.01%
53
+1
1054
$960 ﹤0.01%
133
1055
$945 ﹤0.01%
350
1056
$944 ﹤0.01%
81
1057
$934 ﹤0.01%
20
1058
$908 ﹤0.01%
16
1059
$883 ﹤0.01%
117
+3
1060
$860 ﹤0.01%
10
1061
$807 ﹤0.01%
50
1062
$801 ﹤0.01%
+8
1063
$791 ﹤0.01%
6
1064
$787 ﹤0.01%
60
+1
1065
$781 ﹤0.01%
281
1066
$772 ﹤0.01%
27
-3,278
1067
$761 ﹤0.01%
25
1068
$755 ﹤0.01%
15
1069
$746 ﹤0.01%
8
-8
1070
$740 ﹤0.01%
50
1071
$738 ﹤0.01%
30
1072
$730 ﹤0.01%
8
1073
$715 ﹤0.01%
120
1074
$687 ﹤0.01%
12
1075
$668 ﹤0.01%
27
41 42
43
44 45