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
251
$75.4K 0.03%
+846
252
$75.3K 0.03%
400
253
$74.4K 0.03%
+753
254
$74.1K 0.03%
670
+360
255
$73.8K 0.03%
+300
256
$73.7K 0.03%
1,290
+1,241
257
$73.5K 0.03%
+465
258
$73.3K 0.03%
+2,265
259
$72.9K 0.03%
943
260
$72.8K 0.03%
8,000
261
$72.8K 0.03%
+920
262
$72.3K 0.03%
683
-33
263
$72K 0.03%
+1,841
264
$71.8K 0.03%
+330
265
$71.5K 0.03%
+2,450
266
$70.4K 0.03%
905
-118
267
$70.4K 0.03%
+1,375
268
$70.2K 0.03%
+980
269
$70.1K 0.03%
1,314
270
$70K 0.03%
370
271
$70K 0.03%
+270
272
$69.8K 0.03%
744
+218
273
$69.7K 0.03%
+670
274
$69.1K 0.03%
532
+82
275
$68.9K 0.03%
+516
9 10
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