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
201
$342K 0.08%
12,725
-150
202
$328K 0.07%
6,515
-355
203
$327K 0.07%
1,550
+55
204
$326K 0.07%
2,574
+4
205
$325K 0.07%
2,691
206
$321K 0.07%
7,000
207
$316K 0.07%
5,060
+7
208
$312K 0.07%
8,074
+4,922
209
$311K 0.07%
2,503
210
$301K 0.07%
6,047
-2
211
$301K 0.07%
6,130
212
$299K 0.07%
2,679
213
$293K 0.07%
11,049
214
$293K 0.07%
1,695
215
$291K 0.07%
1,335
216
$291K 0.07%
+1,996
217
$289K 0.07%
3,039
218
$289K 0.07%
2,165
219
$286K 0.06%
8,171
+7,636
220
$286K 0.06%
5,640
-30
221
$283K 0.06%
1,655
222
$274K 0.06%
982
223
$273K 0.06%
3,566
224
$272K 0.06%
5,233
+3,000
225
$271K 0.06%
4,043
+3,366
7 8
9
10 11