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
$258M
AUM Growth
+$20.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
880
New
Increased
Reduced
Closed

Top Buys

1
+$5.65M
2
+$1.48M
3
+$1.19M
4
FTCS icon
First Trust Capital Strength ETF
FTCS
+$567K
5
BIL icon
SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$484K

Top Sells

1
+$5.29M
2
+$916K
3
+$856K
4
USEP icon
Innovator US Equity Ultra Buffer ETF September
USEP
+$794K
5
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$616K

Sector Composition

1 Healthcare 9.24%
2 Technology 7.53%
3 Financials 5.06%
4 Industrials 4.96%
5 Energy 3.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$404K 0.16%
13,393
+12,393
152
$396K 0.15%
2,081
-100
153
$394K 0.15%
863
-73
154
$367K 0.14%
5,222
+5,215
155
$367K 0.14%
2,707
156
$367K 0.14%
4,137
+465
157
$358K 0.14%
1,360
158
$348K 0.13%
3,162
+3,000
159
$342K 0.13%
7,677
+228
160
$342K 0.13%
3,408
161
$338K 0.13%
2,745
+1,046
162
$338K 0.13%
2,490
163
$336K 0.13%
12,100
164
$333K 0.13%
1,581
165
$327K 0.13%
3,100
166
$326K 0.13%
3,850
167
$326K 0.13%
11,500
168
$325K 0.13%
7,400
169
$324K 0.13%
2,955
+3
170
$321K 0.12%
4,959
+487
171
$320K 0.12%
6,337
172
$319K 0.12%
10,000
173
$319K 0.12%
7,158
+50
174
$319K 0.12%
11,420
-30
175
$313K 0.12%
6,691
+3,129
5 6
7
8 9