AIC

Archer Investment Corporation Portfolio holdings

AUM $419M
1-Year Est. Return 14.14%
This Quarter Est. Return
1 Year Est. Return
+14.14%
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
201
$197K 0.08%
6,000
-6,900
202
$196K 0.08%
+5,500
203
$189K 0.08%
900
204
$188K 0.08%
8,656
205
$188K 0.08%
+10,400
206
$188K 0.08%
3,750
207
$187K 0.08%
7,842
-153
208
$174K 0.07%
533
209
$173K 0.07%
3,447
210
$172K 0.07%
7,140
-126
211
$172K 0.07%
6,000
212
$169K 0.07%
3,352
213
$168K 0.07%
11,000
214
$167K 0.07%
3,000
215
$166K 0.07%
2,505
216
$164K 0.07%
2,116
+1
217
$159K 0.06%
10,357
+6,357
218
$159K 0.06%
4,579
219
$158K 0.06%
5,200
-1,000
220
$156K 0.06%
+2,000
221
$154K 0.06%
1,698
-32
222
$152K 0.06%
1,684
-32
223
$152K 0.06%
2,577
+169
224
$151K 0.06%
313
225
$150K 0.06%
1,061
7 8
9
10 11