AIC

Archer Investment Corporation Portfolio holdings

AUM $469M
1-Year Est. Return 19.11%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.11%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$443M
AUM Growth
+$23.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,254
New
Increased
Reduced
Closed

Top Buys

1
+$12.8M
2
+$4.62M
3
+$3.57M
4
UNH icon
UnitedHealth
UNH
+$586K
5
ZAUG
Innovator Equity Defined Protection ETF - 1 Yr August
ZAUG
+$556K

Top Sells

1
+$11.4M
2
+$4.35M
3
+$3.98M
4
WMT icon
Walmart Inc
WMT
+$740K
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$619K

Sector Composition

1 Technology 8.33%
2 Healthcare 5.93%
3 Financials 5.36%
4 Industrials 4.64%
5 Communication Services 3.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$514K 0.12%
5,512
-8
152
$514K 0.12%
2,526
+189
153
$506K 0.11%
10,086
154
$499K 0.11%
7,296
+187
155
$499K 0.11%
4,916
+2
156
$495K 0.11%
5,199
-79
157
$492K 0.11%
3,673
+2,579
158
$491K 0.11%
3,970
159
$491K 0.11%
5,017
-300
160
$485K 0.11%
10,493
161
$483K 0.11%
18,305
-200
162
$476K 0.11%
2,435
+65
163
$475K 0.11%
12,373
-40
164
$474K 0.11%
976
165
$469K 0.11%
24,516
+4,000
166
$468K 0.11%
1,053
-258
167
$466K 0.11%
2,735
168
$465K 0.11%
2,800
169
$462K 0.1%
5,528
-239
170
$452K 0.1%
17,074
+6,352
171
$452K 0.1%
11,678
+2,304
172
$451K 0.1%
1,604
+15
173
$450K 0.1%
10,599
+599
174
$449K 0.1%
3,639
+1,000
175
$440K 0.1%
3,412
+1,400
5 6
7
8 9