AIC

Archer Investment Corporation Portfolio holdings

AUM $419M
1-Year Est. Return 14.14%
This Quarter Est. Return
1 Year Est. Return
+14.14%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$247M
AUM Growth
-$35.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
852
New
Increased
Reduced
Closed

Top Buys

1
+$646K
2
+$631K
3
+$487K
4
UGI icon
UGI
UGI
+$463K
5
FJUN icon
FT Vest US Equity Buffer ETF June
FJUN
+$397K

Top Sells

1
+$1.93M
2
+$1.93M
3
+$777K
4
ACC
American Campus Communities, Inc.
ACC
+$765K
5
FPE icon
First Trust Preferred Securities and Income ETF
FPE
+$550K

Sector Composition

1 Healthcare 9.42%
2 Technology 8.12%
3 Industrials 4.97%
4 Financials 4.89%
5 Real Estate 4.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$605K 0.25%
1,570
-250
102
$599K 0.24%
6,465
+450
103
$598K 0.24%
2,460
104
$585K 0.24%
3,173
-237
105
$584K 0.24%
3,269
+101
106
$584K 0.24%
12,000
107
$575K 0.23%
20,000
108
$569K 0.23%
14,902
+1,742
109
$566K 0.23%
4,373
-22
110
$564K 0.23%
5,547
-437
111
$564K 0.23%
10,200
112
$541K 0.22%
9,600
113
$534K 0.22%
5,650
114
$529K 0.21%
9,835
115
$522K 0.21%
10,112
-1,927
116
$521K 0.21%
18,392
117
$515K 0.21%
19,351
+10,823
118
$512K 0.21%
20,993
119
$506K 0.2%
11,155
+1,100
120
$503K 0.2%
1,969
121
$495K 0.2%
19,545
-200
122
$489K 0.2%
1,700
123
$487K 0.2%
+19,400
124
$478K 0.19%
35,400
125
$477K 0.19%
2,200
3 4
5
6 7