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
176
$440K 0.1%
1,246
177
$439K 0.1%
3,312
178
$439K 0.1%
5,488
+1
179
$438K 0.1%
10,666
180
$433K 0.1%
7,368
-1,249
181
$429K 0.1%
9,035
182
$424K 0.1%
3,598
+108
183
$415K 0.09%
2,963
-209
184
$414K 0.09%
1,630
+1
185
$413K 0.09%
7,550
+5,894
186
$405K 0.09%
2,319
187
$404K 0.09%
6,192
-109
188
$403K 0.09%
6,096
+30
189
$392K 0.09%
336
190
$390K 0.09%
5,356
-1,236
191
$386K 0.09%
1,117
+46
192
$381K 0.09%
2,843
-797
193
$373K 0.08%
7,787
194
$360K 0.08%
3,730
195
$359K 0.08%
10,492
196
$352K 0.08%
1,350
197
$349K 0.08%
14,348
198
$349K 0.08%
1,714
+16
199
$348K 0.08%
1,242
-27
200
$344K 0.08%
2,720
-240
6 7
8
9 10