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
251
$51.3K 0.03%
646
252
$51.1K 0.03%
224
253
$50.4K 0.03%
4,125
+25
254
$50.3K 0.03%
1,070
255
$50.3K 0.03%
1,087
256
$50.2K 0.03%
150
257
$49.9K 0.03%
400
258
$49.5K 0.03%
413
-102
259
$49K 0.03%
680
260
$48.4K 0.03%
1,161
261
$47.9K 0.02%
1,785
262
$47.8K 0.02%
8,000
263
$47.6K 0.02%
575
264
$47.6K 0.02%
1,785
-5,600
265
$47.4K 0.02%
973
+180
266
$47K 0.02%
1,333
267
$45K 0.02%
+138
268
$45K 0.02%
600
269
$43.8K 0.02%
600
270
$43.7K 0.02%
174
271
$43.5K 0.02%
917
272
$43.4K 0.02%
1,000
273
$42.7K 0.02%
+1,121
274
$42.5K 0.02%
260
275
$41.9K 0.02%
466
9 10
11
12 13