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
$237M
AUM Growth
-$9.86M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
853
New
Increased
Reduced
Closed

Top Buys

1
+$698K
2
+$566K
3
+$545K
4
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$529K
5
UAPR icon
Innovator US Equity Ultra Buffer ETF April
UAPR
+$482K

Top Sells

1
+$486K
2
+$383K
3
+$332K
4
VTRS icon
Viatris
VTRS
+$300K
5
MMM icon
3M
MMM
+$276K

Sector Composition

1 Healthcare 8.94%
2 Technology 7.78%
3 Financials 4.82%
4 Industrials 4.6%
5 Real Estate 3.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$570K 0.24%
20,000
102
$564K 0.24%
13,545
103
$562K 0.24%
3,482
104
$555K 0.23%
6,869
105
$550K 0.23%
12,021
+1,909
106
$549K 0.23%
9,804
-95
107
$545K 0.23%
+12,717
108
$536K 0.23%
3,269
109
$534K 0.23%
5,548
+1
110
$528K 0.22%
12,000
111
$527K 0.22%
7,712
112
$527K 0.22%
6,175
-290
113
$525K 0.22%
18,392
114
$514K 0.22%
5,650
115
$513K 0.22%
19,692
+341
116
$500K 0.21%
6,018
117
$499K 0.21%
20,993
118
$498K 0.21%
9,835
119
$496K 0.21%
19,585
+2,249
120
$485K 0.2%
3,985
-388
121
$483K 0.2%
9,600
122
$463K 0.2%
2,285
123
$458K 0.19%
1,700
124
$451K 0.19%
2,109
-2
125
$451K 0.19%
1,699
+13
3 4
5
6 7