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
$386M
AUM Growth
+$11M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,236
New
Increased
Reduced
Closed

Top Buys

1
+$2.79M
2
+$1.84M
3
+$1.21M
4
ZMAR
Innovator Equity Defined Protection ETF - 1 Yr March
ZMAR
+$932K
5
JEPI icon
JPMorgan Equity Premium Income ETF
JEPI
+$816K

Top Sells

1
+$1.02M
2
+$519K
3
+$457K
4
V icon
Visa
V
+$436K
5
GNOV icon
FT Vest US Equity Moderate Buffer ETF November
GNOV
+$410K

Sector Composition

1 Technology 6.91%
2 Healthcare 5.79%
3 Financials 4.79%
4 Industrials 4.36%
5 Consumer Staples 3.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$245K 0.06%
2,431
227
$243K 0.06%
2,362
228
$241K 0.06%
900
+152
229
$241K 0.06%
+1,355
230
$239K 0.06%
+1,830
231
$234K 0.06%
11,150
232
$234K 0.06%
3,187
+7
233
$227K 0.06%
3,087
+39
234
$226K 0.06%
4,072
235
$222K 0.06%
1,588
-408
236
$220K 0.06%
3,365
237
$213K 0.06%
2,787
+54
238
$213K 0.06%
6,915
+1
239
$212K 0.06%
1,140
+7
240
$210K 0.05%
1,893
-100
241
$210K 0.05%
2,250
+1,900
242
$208K 0.05%
5,587
+326
243
$207K 0.05%
1,573
244
$206K 0.05%
2,101
-98
245
$206K 0.05%
6,208
+2,146
246
$204K 0.05%
1,288
+15
247
$203K 0.05%
5,522
+4,280
248
$201K 0.05%
9,580
249
$201K 0.05%
+1,900
250
$200K 0.05%
4,025
8 9
10
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