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
$237M
AUM Growth
-$9.86M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
853
New
Increased
Reduced
Closed

Top Buys

1
+$698K
2
+$566K
3
+$545K
4
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$529K
5
UAPR icon
Innovator US Equity Ultra Buffer ETF April
UAPR
+$482K

Top Sells

1
+$486K
2
+$383K
3
+$332K
4
VTRS icon
Viatris
VTRS
+$300K
5
MMM icon
3M
MMM
+$276K

Sector Composition

1 Healthcare 8.94%
2 Technology 7.78%
3 Financials 4.82%
4 Industrials 4.6%
5 Real Estate 3.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$188K 0.08%
3,400
202
$186K 0.08%
2,324
-476
203
$182K 0.08%
1,777
-3
204
$180K 0.08%
650
205
$178K 0.08%
2,900
-900
206
$178K 0.08%
2,505
207
$175K 0.07%
7,917
+75
208
$172K 0.07%
11,239
+727
209
$171K 0.07%
3,562
+115
210
$168K 0.07%
10,400
211
$167K 0.07%
6,000
212
$167K 0.07%
5,761
-2,300
213
$166K 0.07%
11,000
214
$165K 0.07%
3,352
215
$164K 0.07%
533
216
$158K 0.07%
8,535
-121
217
$158K 0.07%
1,580
218
$157K 0.07%
1,061
219
$157K 0.07%
2,116
220
$156K 0.07%
1,570
221
$154K 0.07%
5,200
222
$154K 0.06%
3,000
223
$150K 0.06%
6,899
-241
224
$149K 0.06%
2,000
225
$149K 0.06%
1,698
7 8
9
10 11