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
126
$448K 0.19%
13,447
+5,829
127
$445K 0.19%
3,832
128
$442K 0.19%
936
129
$438K 0.18%
14,497
+3
130
$428K 0.18%
19,400
131
$423K 0.18%
1,969
132
$418K 0.18%
11,155
133
$411K 0.17%
11,045
134
$410K 0.17%
35,400
135
$409K 0.17%
8,600
136
$406K 0.17%
1
137
$404K 0.17%
2,200
138
$403K 0.17%
10,359
+514
139
$391K 0.17%
2,707
140
$391K 0.16%
10,921
-56
141
$388K 0.16%
12,000
142
$384K 0.16%
3,106
-14
143
$383K 0.16%
14,574
+56
144
$379K 0.16%
5,400
145
$377K 0.16%
13,700
146
$374K 0.16%
14,679
147
$364K 0.15%
12,100
148
$357K 0.15%
3,354
149
$353K 0.15%
3,672
-208
150
$343K 0.14%
+13,850
4 5
6
7 8