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
1101
$360 ﹤0.01%
108
1102
$360 ﹤0.01%
3
1103
$360 ﹤0.01%
40
1104
$347 ﹤0.01%
10
1105
$346 ﹤0.01%
20
1106
$342 ﹤0.01%
11
1107
$342 ﹤0.01%
200
1108
$336 ﹤0.01%
26
+1
1109
$334 ﹤0.01%
10
1110
$321 ﹤0.01%
10
1111
$308 ﹤0.01%
+7
1112
$306 ﹤0.01%
100
1113
$299 ﹤0.01%
10
1114
$294 ﹤0.01%
9
1115
$280 ﹤0.01%
10
1116
$269 ﹤0.01%
2
1117
$254 ﹤0.01%
50
1118
$252 ﹤0.01%
65
+2
1119
$250 ﹤0.01%
20
1120
$240 ﹤0.01%
5
1121
$235 ﹤0.01%
+3
1122
$230 ﹤0.01%
40
1123
$208 ﹤0.01%
11
1124
$206 ﹤0.01%
10
1125
$205 ﹤0.01%
6
43 44
45
46 47