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
251
$40K 0.03%
129
+40
252
$39K 0.03%
150
+26
253
$39K 0.03%
1,040
+100
254
$38K 0.03%
1,276
255
$38K 0.03%
413
256
$38K 0.03%
152
257
$37K 0.02%
113
258
$36K 0.02%
978
259
$36K 0.02%
260
260
$35K 0.02%
691
261
$35K 0.02%
761
262
$34K 0.02%
270
-130
263
$34K 0.02%
688
264
$34K 0.02%
242
265
$33K 0.02%
1,200
266
$33K 0.02%
466
+211
267
$33K 0.02%
293
268
$33K 0.02%
111
269
$33K 0.02%
1,100
+400
270
$32K 0.02%
450
+125
271
$32K 0.02%
844
272
$32K 0.02%
1,141
273
$32K 0.02%
586
274
$32K 0.02%
550
275
$32K 0.02%
329
9 10
11
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