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
$242M
AUM Growth
+$32M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
785
New
Increased
Reduced
Closed

Top Buys

1
+$9.71M
2
+$1.07M
3
+$953K
4
QQQ icon
Invesco QQQ Trust
QQQ
+$769K
5
UFEB icon
Innovator US Equity Ultra Buffer ETF February
UFEB
+$760K

Top Sells

1
+$1.6M
2
+$788K
3
+$675K
4
USEP icon
Innovator US Equity Ultra Buffer ETF September
USEP
+$648K
5
INTU icon
Intuit
INTU
+$542K

Sector Composition

1 Technology 8.47%
2 Healthcare 7.93%
3 Financials 6.09%
4 Industrials 5.56%
5 Consumer Discretionary 4.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$125K 0.05%
1,240
227
$123K 0.05%
1,835
-372
228
$123K 0.05%
1,384
+29
229
$122K 0.05%
1,375
230
$116K 0.05%
1,589
231
$114K 0.05%
4,191
+2,323
232
$113K 0.05%
9,265
233
$113K 0.05%
7,534
+1,505
234
$110K 0.05%
2,276
235
$101K 0.04%
1,038
+358
236
$99.5K 0.04%
+5,254
237
$99.1K 0.04%
276
238
$89.1K 0.04%
1,135
+902
239
$87.6K 0.04%
1,914
+840
240
$86.6K 0.04%
288
+122
241
$84.1K 0.03%
4,025
-100
242
$82.7K 0.03%
1,716
243
$82.6K 0.03%
3,392
244
$82.4K 0.03%
331
+287
245
$82.1K 0.03%
359
246
$79.9K 0.03%
388
+360
247
$78.9K 0.03%
239
+29
248
$78K 0.03%
552
+109
249
$76.7K 0.03%
543
+144
250
$76.3K 0.03%
508
+408
8 9
10
11 12