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
$271M
AUM Growth
+$13.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
939
New
Increased
Reduced
Closed

Top Buys

1
+$6.93M
2
+$3.94M
3
+$2.47M
4
FEMS icon
First Trust Emerging Markets Small Cap AlphaDEX Fund
FEMS
+$2M
5
FSIG icon
First Trust Limited Duration Investment Grade Corporate ETF
FSIG
+$1.81M

Top Sells

1
+$2.37M
2
+$1.76M
3
+$1.7M
4
LMBS icon
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF
LMBS
+$1.53M
5
FOCT icon
FT Vest US Equity Buffer ETF October
FOCT
+$1.16M

Sector Composition

1 Healthcare 7.93%
2 Technology 7.62%
3 Financials 5.31%
4 Industrials 5.05%
5 Real Estate 3.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$609K 0.22%
6,428
-958
102
$601K 0.22%
2,972
103
$600K 0.22%
7,712
104
$589K 0.22%
4,638
-994
105
$588K 0.22%
1,700
106
$588K 0.22%
5,650
107
$571K 0.21%
8,800
108
$552K 0.2%
4,996
+1,834
109
$551K 0.2%
13,555
+2,400
110
$545K 0.2%
3,832
111
$544K 0.2%
20,993
112
$544K 0.2%
9,136
-8,682
113
$542K 0.2%
14,308
+583
114
$537K 0.2%
8,200
115
$537K 0.2%
6,869
116
$533K 0.2%
9,760
-75
117
$527K 0.19%
15,950
+1,048
118
$526K 0.19%
3,452
+439
119
$525K 0.19%
2,106
-2
120
$521K 0.19%
14,374
+2,374
121
$510K 0.19%
7,628
+14
122
$507K 0.19%
10,593
-31,999
123
$505K 0.19%
1,023
+160
124
$502K 0.19%
11,045
125
$501K 0.18%
3,733
-215
3 4
5
6 7