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
$149M
AUM Growth
-$40.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
684
New
Increased
Reduced
Closed

Top Buys

1
+$7.92M
2
+$1.49M
3
+$929K
4
UJAN icon
Innovator US Equity Ultra Buffer ETF January
UJAN
+$899K
5
LMT icon
Lockheed Martin
LMT
+$801K

Top Sells

1
+$7.39M
2
+$4.7M
3
+$2.03M
4
HD icon
Home Depot
HD
+$1.58M
5
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$1.56M

Sector Composition

1 Healthcare 9.88%
2 Technology 8.98%
3 Financials 6.12%
4 Communication Services 4.67%
5 Industrials 4.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$54K 0.04%
1,735
227
$52K 0.03%
2,000
228
$51K 0.03%
747
229
$50K 0.03%
330
+110
230
$49K 0.03%
680
+200
231
$49K 0.03%
1,641
232
$49K 0.03%
922
-772
233
$48K 0.03%
308
234
$46K 0.03%
+1,775
235
$46K 0.03%
1,161
236
$44K 0.03%
100
237
$44K 0.03%
1,785
238
$44K 0.03%
312
+100
239
$43K 0.03%
1,333
240
$43K 0.03%
917
241
$43K 0.03%
+2,000
242
$42K 0.03%
8,665
+400
243
$42K 0.03%
8,000
244
$41K 0.03%
500
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245
$41K 0.03%
310
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246
$41K 0.03%
600
247
$41K 0.03%
1,407
248
$41K 0.03%
370
249
$41K 0.03%
600
250
$40K 0.03%
656
-250
8 9
10
11 12