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
151
$342K 0.14%
1,826
-302
152
$338K 0.14%
3,408
153
$338K 0.14%
1,228
+10
154
$332K 0.14%
5,527
+4,500
155
$330K 0.14%
1,581
156
$328K 0.14%
7,449
+51
157
$318K 0.13%
3,850
158
$318K 0.13%
3,100
159
$314K 0.13%
1,360
160
$314K 0.13%
3,426
-181
161
$311K 0.13%
7,108
162
$310K 0.13%
7,400
163
$310K 0.13%
11,500
164
$309K 0.13%
2,275
-23
165
$309K 0.13%
522
166
$301K 0.13%
838
167
$297K 0.13%
11,480
-2,175
168
$296K 0.12%
10,000
169
$289K 0.12%
5,162
-8,675
170
$286K 0.12%
5,997
+520
171
$286K 0.12%
2,952
+2
172
$283K 0.12%
4,472
+29
173
$283K 0.12%
1,505
-304
174
$280K 0.12%
2,490
175
$279K 0.12%
6,337
5 6
7
8 9