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
276
$41.3K 0.02%
373
+105
277
$40.5K 0.02%
399
278
$40.1K 0.02%
387
279
$40.1K 0.02%
413
280
$39.2K 0.02%
293
281
$39K 0.02%
1,276
282
$38.3K 0.02%
589
283
$38.3K 0.02%
845
284
$37.9K 0.02%
500
285
$37.7K 0.02%
197
286
$37.5K 0.02%
208
-23
287
$37.4K 0.02%
372
288
$37.2K 0.02%
1,039
-10,500
289
$37.2K 0.02%
281
-166
290
$37.1K 0.02%
+1,989
291
$36.8K 0.02%
166
292
$36.1K 0.02%
175
293
$35.9K 0.02%
761
294
$35.8K 0.02%
620
295
$35.6K 0.02%
3,033
296
$35.5K 0.02%
681
297
$35.2K 0.02%
+85
298
$34.9K 0.02%
691
299
$34K 0.02%
109
300
$34K 0.02%
666
-22
10 11
12
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