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
1126
$198 ﹤0.01%
4
-90,485
1127
$187 ﹤0.01%
+39
1128
$181 ﹤0.01%
124
1129
$175 ﹤0.01%
50
1130
$171 ﹤0.01%
10
1131
$167 ﹤0.01%
10
1132
$166 ﹤0.01%
+100
1133
$163 ﹤0.01%
4
1134
$160 ﹤0.01%
+2
1135
$151 ﹤0.01%
10
1136
$143 ﹤0.01%
17
1137
$127 ﹤0.01%
9
1138
$126 ﹤0.01%
8
1139
$104 ﹤0.01%
13
1140
$103 ﹤0.01%
68
1141
$102 ﹤0.01%
5
1142
$98 ﹤0.01%
10
1143
$84 ﹤0.01%
45
-30
1144
$74 ﹤0.01%
3
1145
$66 ﹤0.01%
10
1146
$60 ﹤0.01%
3
1147
$54 ﹤0.01%
2
1148
$53 ﹤0.01%
10
1149
$52 ﹤0.01%
40
1150
$46 ﹤0.01%
1
-91,127
44 45
46
47 48