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
151
$402K 0.15%
3,354
152
$401K 0.15%
1,179
-59
153
$401K 0.15%
2,709
-11,871
154
$399K 0.15%
3,926
-211
155
$395K 0.15%
13,863
-1,292
156
$388K 0.14%
14,350
-5,332
157
$386K 0.14%
7,303
+553
158
$380K 0.14%
1,360
159
$379K 0.14%
3,462
-744
160
$378K 0.14%
1,969
161
$376K 0.14%
5,222
162
$367K 0.14%
5,269
+1,740
163
$364K 0.13%
1,581
164
$356K 0.13%
3,408
165
$353K 0.13%
7,158
166
$347K 0.13%
3,850
167
$346K 0.13%
2,707
168
$339K 0.13%
11,500
169
$338K 0.13%
10,000
170
$337K 0.12%
5,870
+2,470
171
$334K 0.12%
2,490
172
$331K 0.12%
7,327
173
$321K 0.12%
7,400
174
$318K 0.12%
3,058
+1
175
$318K 0.12%
+10,754
5 6
7
8 9