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
$271M
AUM Growth
+$13.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
939
New
Increased
Reduced
Closed

Top Buys

1
+$6.93M
2
+$3.94M
3
+$2.47M
4
FEMS icon
First Trust Emerging Markets Small Cap AlphaDEX Fund
FEMS
+$2M
5
FSIG icon
First Trust Limited Duration Investment Grade Corporate ETF
FSIG
+$1.81M

Top Sells

1
+$2.37M
2
+$1.76M
3
+$1.7M
4
LMBS icon
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF
LMBS
+$1.53M
5
FOCT icon
FT Vest US Equity Buffer ETF October
FOCT
+$1.16M

Sector Composition

1 Healthcare 7.93%
2 Technology 7.62%
3 Financials 5.31%
4 Industrials 5.05%
5 Real Estate 3.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$20.9M 7.73%
287,094
+3,498
2
$10.7M 3.94%
33,225
+12,269
3
$8.89M 3.28%
176,672
-5,218
4
$7.07M 2.61%
45,892
-1,199
5
$6.93M 2.56%
+227,973
6
$6.87M 2.54%
38,527
-1,293
7
$6.62M 2.44%
414,503
-106,795
8
$6.22M 2.3%
50,119
-34
9
$5.61M 2.07%
35,083
-2,415
10
$3.31M 1.22%
120,395
-23,415
11
$3.3M 1.22%
73,221
+31,933
12
$3.29M 1.22%
12,230
-237
13
$3.08M 1.14%
21,289
-434
14
$3.05M 1.13%
28,353
+576
15
$3.04M 1.12%
6,407
+172
16
$2.7M 1%
35,374
17
$2.6M 0.96%
19,916
-195
18
$2.47M 0.91%
+55,996
19
$2.45M 0.9%
22,379
-832
20
$2.44M 0.9%
32,746
+280
21
$2.09M 0.77%
22,345
-375
22
$2.04M 0.75%
82,103
+8,474
23
$2.01M 0.74%
64,641
+2,680
24
$2M 0.74%
13,180
+2
25
$2M 0.74%
+53,690
1
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