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
1076
$642 ﹤0.01%
51
1077
$628 ﹤0.01%
8
1078
$622 ﹤0.01%
50
1079
$619 ﹤0.01%
8
1080
$602 ﹤0.01%
11
1081
$588 ﹤0.01%
6
1082
$581 ﹤0.01%
95
1083
$578 ﹤0.01%
50
1084
$564 ﹤0.01%
10
1085
$558 ﹤0.01%
37
+1
1086
$545 ﹤0.01%
5
1087
$536 ﹤0.01%
53
+1
1088
$534 ﹤0.01%
50
1089
$509 ﹤0.01%
18
-1,000
1090
$491 ﹤0.01%
8
1091
$489 ﹤0.01%
16
1092
$484 ﹤0.01%
35
1093
$474 ﹤0.01%
41
1094
$455 ﹤0.01%
650
1095
$445 ﹤0.01%
15
1096
$437 ﹤0.01%
58
+3
1097
$434 ﹤0.01%
50
1098
$377 ﹤0.01%
650
1099
$373 ﹤0.01%
55
1100
$367 ﹤0.01%
25
42 43
44
45 46