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
251
$199K 0.05%
7,134
+1,261
252
$198K 0.05%
2,157
253
$192K 0.05%
823
+1
254
$189K 0.05%
6,328
-201
255
$187K 0.05%
7,711
256
$184K 0.05%
+5,915
257
$182K 0.05%
1,066
258
$181K 0.05%
3,911
-989
259
$181K 0.05%
356
+140
260
$178K 0.05%
899
261
$175K 0.05%
4,041
262
$175K 0.05%
3,349
263
$175K 0.05%
403
+12
264
$173K 0.04%
1,908
+1
265
$172K 0.04%
2,070
266
$171K 0.04%
7,245
+33
267
$171K 0.04%
6,039
+1,101
268
$170K 0.04%
+1,425
269
$166K 0.04%
+1,660
270
$166K 0.04%
1,001
+450
271
$166K 0.04%
4,000
272
$165K 0.04%
467
+273
273
$165K 0.04%
2,203
274
$164K 0.04%
1,536
275
$164K 0.04%
4,924
-98
9 10
11
12 13