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
276
$31K 0.02%
845
277
$31K 0.02%
1,070
+1,000
278
$31K 0.02%
1,000
+248
279
$31K 0.02%
387
-110
280
$31K 0.02%
1,158
281
$31K 0.02%
733
282
$31K 0.02%
420
+132
283
$31K 0.02%
731
284
$30K 0.02%
229
+70
285
$30K 0.02%
1,000
286
$30K 0.02%
+372
287
$30K 0.02%
570
-5,780
288
$29K 0.02%
175
289
$29K 0.02%
692
290
$29K 0.02%
732
-8
291
$29K 0.02%
231
292
$29K 0.02%
709
293
$28K 0.02%
468
294
$28K 0.02%
908
295
$28K 0.02%
1,600
296
$28K 0.02%
95
297
$28K 0.02%
650
+50
298
$27K 0.02%
525
+46
299
$27K 0.02%
468
300
$27K 0.02%
405
10 11
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