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
$254M
AUM Growth
+$11.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
795
New
Increased
Reduced
Closed

Top Buys

1
+$1.22M
2
+$916K
3
+$885K
4
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$821K
5
UAPR icon
Innovator US Equity Ultra Buffer ETF April
UAPR
+$804K

Top Sells

1
+$1.03M
2
+$1.01M
3
+$690K
4
DELL
DELL INC
DELL
+$680K
5
PDEC icon
Innovator US Equity Power Buffer ETF December
PDEC
+$595K

Sector Composition

1 Technology 8.81%
2 Healthcare 8.38%
3 Financials 6.24%
4 Industrials 5.38%
5 Consumer Discretionary 4.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$394K 0.16%
13,776
+4,834
152
$392K 0.15%
27,434
-14,866
153
$391K 0.15%
5,452
+1
154
$380K 0.15%
13,700
+3,700
155
$376K 0.15%
+11,312
156
$371K 0.15%
938
+183
157
$367K 0.14%
2,313
158
$366K 0.14%
7,109
+3,006
159
$365K 0.14%
7,400
160
$354K 0.14%
1,479
161
$345K 0.14%
5,253
+1,959
162
$341K 0.13%
2,944
163
$336K 0.13%
6,245
164
$333K 0.13%
2,490
-3,453
165
$332K 0.13%
10,000
166
$323K 0.13%
4,394
-69
167
$315K 0.12%
+1,242
168
$310K 0.12%
1,376
169
$309K 0.12%
7,561
+500
170
$293K 0.12%
5,352
171
$290K 0.11%
5,340
+723
172
$289K 0.11%
1,250
-110
173
$282K 0.11%
7,360
174
$279K 0.11%
9,774
-202
175
$275K 0.11%
500
5 6
7
8 9