AIC

Archer Investment Corporation Portfolio holdings

AUM $443M
1-Year Est. Return 13.8%
This Quarter Est. Return
1 Year Est. Return
+13.8%
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
126
$499K 0.18%
10,426
+3,735
127
$494K 0.18%
9,600
128
$494K 0.18%
1,201
+10
129
$491K 0.18%
+25,700
130
$488K 0.18%
2,200
131
$486K 0.18%
5,295
132
$474K 0.18%
19,400
133
$473K 0.17%
15,504
+4
134
$467K 0.17%
8,600
135
$466K 0.17%
1
136
$449K 0.17%
32,503
+103
137
$449K 0.17%
13,700
138
$446K 0.16%
19,328
+4,183
139
$437K 0.16%
12,986
-3,374
140
$435K 0.16%
12,409
-33,036
141
$432K 0.16%
12,113
+12,000
142
$432K 0.16%
15,978
-527
143
$431K 0.16%
4,959
144
$429K 0.16%
2,081
145
$426K 0.16%
3,082
-374
146
$425K 0.16%
13,360
-33
147
$424K 0.16%
10,566
-274
148
$420K 0.16%
10,978
-12,944
149
$407K 0.15%
15,332
+3,852
150
$406K 0.15%
5,400
4 5
6
7 8