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
$295M
AUM Growth
+$27.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
833
New
Increased
Reduced
Closed

Top Buys

1
+$1.35M
2
+$872K
3
+$784K
4
FSGS
First Trust SMID Growth Strength ETF
FSGS
+$774K
5
UDEC icon
Innovator US Equity Ultra Buffer ETF December
UDEC
+$722K

Top Sells

1
+$1.09M
2
+$541K
3
+$422K
4
AAPL icon
Apple
AAPL
+$377K
5
DOW icon
Dow Inc
DOW
+$357K

Sector Composition

1 Technology 9.47%
2 Healthcare 8.34%
3 Financials 5.11%
4 Industrials 4.72%
5 Consumer Discretionary 4.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$23.1M 7.84%
273,226
+2,870
2
$10.8M 3.66%
213,785
-21,551
3
$10.8M 3.66%
530,128
+25,992
4
$8.5M 2.88%
38,193
-1,214
5
$7.67M 2.6%
44,656
+225
6
$7.47M 2.54%
18,768
-451
7
$7.29M 2.48%
111,134
-145
8
$7.12M 2.42%
40,121
-2,124
9
$5.87M 1.99%
204,504
-12,096
10
$4.36M 1.48%
12,979
-149
11
$3.89M 1.32%
37,721
+487
12
$3.55M 1.21%
26,799
-319
13
$3.22M 1.09%
22,260
+20
14
$3.07M 1.04%
19,378
+225
15
$3.02M 1.02%
32,320
+741
16
$2.94M 1%
7,074
-661
17
$2.84M 0.96%
95,396
+26,004
18
$2.61M 0.89%
7,763
+73
19
$2.61M 0.89%
51,416
-2,029
20
$2.61M 0.88%
16,013
-266
21
$2.5M 0.85%
11,072
+3,467
22
$2.4M 0.81%
6,752
-50
23
$2.38M 0.81%
40,292
+166
24
$2.3M 0.78%
21,426
+267
25
$2.22M 0.75%
12,950
-98
1
2 3 4 5