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
176
$274K 0.11%
2,687
-25
177
$261K 0.1%
1,829
178
$252K 0.1%
1,706
179
$250K 0.1%
628
180
$249K 0.1%
6,779
+437
181
$243K 0.1%
9,168
182
$241K 0.1%
3,100
183
$236K 0.09%
1,683
184
$231K 0.09%
7,266
+508
185
$225K 0.09%
8,656
186
$220K 0.09%
1,920
+46
187
$211K 0.08%
1,270
-732
188
$207K 0.08%
+6,851
189
$206K 0.08%
6,582
+182
190
$206K 0.08%
1,151
191
$203K 0.08%
507
192
$200K 0.08%
4,200
193
$197K 0.08%
3,750
194
$193K 0.08%
813
195
$191K 0.08%
3,977
+3,698
196
$186K 0.07%
2,018
+303
197
$185K 0.07%
3,521
-1,068
198
$184K 0.07%
6,000
199
$183K 0.07%
+3,411
200
$180K 0.07%
1,716
6 7
8
9 10