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
$247M
AUM Growth
-$35.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
852
New
Increased
Reduced
Closed

Top Buys

1
+$646K
2
+$631K
3
+$487K
4
UGI icon
UGI
UGI
+$463K
5
FJUN icon
FT Vest US Equity Buffer ETF June
FJUN
+$397K

Top Sells

1
+$1.93M
2
+$1.93M
3
+$777K
4
ACC
American Campus Communities, Inc.
ACC
+$765K
5
FPE icon
First Trust Preferred Securities and Income ETF
FPE
+$550K

Sector Composition

1 Healthcare 9.42%
2 Technology 8.12%
3 Industrials 4.97%
4 Financials 4.89%
5 Real Estate 4.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$302K 0.12%
3,954
+201
177
$291K 0.12%
7,618
+3
178
$275K 0.11%
11,065
179
$271K 0.11%
5,477
-1,189
180
$267K 0.11%
5,910
181
$259K 0.1%
+1,566
182
$255K 0.1%
2,800
+99
183
$254K 0.1%
8,061
+1,100
184
$248K 0.1%
5,954
+587
185
$248K 0.1%
2,174
+1
186
$243K 0.1%
1,829
187
$238K 0.1%
760
-262
188
$236K 0.1%
3,716
-154
189
$229K 0.09%
1,300
+110
190
$225K 0.09%
1,764
-100
191
$224K 0.09%
3,800
-1,000
192
$220K 0.09%
10,512
-3,403
193
$218K 0.09%
3,517
+5
194
$218K 0.09%
6,687
-92
195
$217K 0.09%
3,100
196
$210K 0.09%
7,000
197
$207K 0.08%
2,960
198
$206K 0.08%
9,300
-2,700
199
$204K 0.08%
1,780
200
$203K 0.08%
5,931
+19
6 7
8
9 10