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
126
$471K 0.19%
2,111
-12
127
$467K 0.19%
17,336
-338
128
$463K 0.19%
+12,000
129
$456K 0.18%
2,707
130
$455K 0.18%
2,285
131
$451K 0.18%
14,494
+3
132
$449K 0.18%
936
-200
133
$446K 0.18%
1,218
+245
134
$446K 0.18%
3,832
-995
135
$442K 0.18%
3,408
136
$436K 0.18%
4,034
+362
137
$433K 0.18%
5,400
138
$428K 0.17%
11,045
-2,250
139
$427K 0.17%
2,128
+302
140
$426K 0.17%
10,977
-269
141
$424K 0.17%
3,880
142
$412K 0.17%
3,120
-113
143
$411K 0.17%
8,600
144
$409K 0.17%
1
145
$403K 0.16%
9,845
+692
146
$395K 0.16%
3,850
147
$383K 0.16%
3,900
148
$383K 0.16%
14,518
-212
149
$382K 0.15%
3,354
150
$382K 0.15%
14,679
+1,536
4 5
6
7 8