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
$192M
AUM Growth
+$15.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
706
New
Increased
Reduced
Closed

Top Buys

1
+$1.97M
2
+$852K
3
+$795K
4
USEP icon
Innovator US Equity Ultra Buffer ETF September
USEP
+$744K
5
QQQ icon
Invesco QQQ Trust
QQQ
+$714K

Top Sells

1
+$1.48M
2
+$1.46M
3
+$444K
4
XOM icon
Exxon Mobil
XOM
+$400K
5
USB icon
US Bancorp
USB
+$376K

Sector Composition

1 Technology 10.4%
2 Healthcare 8.9%
3 Financials 5.63%
4 Consumer Discretionary 4.99%
5 Industrials 4.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$70.1K 0.04%
308
227
$68.9K 0.04%
873
-4,287
228
$67.4K 0.04%
1,604
229
$64.6K 0.03%
1,022
+1
230
$63.4K 0.03%
1,641
231
$63.3K 0.03%
2,448
-193
232
$62.1K 0.03%
6,200
+2,000
233
$60.3K 0.03%
750
234
$60K 0.03%
1,200
235
$57.9K 0.03%
1,314
-39
236
$57.4K 0.03%
896
-816
237
$57.3K 0.03%
1,100
238
$57.2K 0.03%
1,097
239
$57.1K 0.03%
940
240
$56.4K 0.03%
100
241
$56.3K 0.03%
550
+150
242
$56K 0.03%
+400
243
$55K 0.03%
8,265
+115
244
$54.9K 0.03%
2,539
245
$54.9K 0.03%
129
246
$54.8K 0.03%
+600
247
$54.7K 0.03%
951
-5,543
248
$53.6K 0.03%
370
249
$53K 0.03%
2,000
250
$51.8K 0.03%
2,000
8 9
10
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