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
276
$68.7K 0.03%
320
+112
277
$68.2K 0.03%
+920
278
$67.6K 0.03%
289
+105
279
$67.6K 0.03%
1,729
+936
280
$67.5K 0.03%
813
+224
281
$67.3K 0.03%
3,349
+569
282
$66.9K 0.03%
638
+205
283
$66.6K 0.03%
+3,082
284
$65.8K 0.03%
227
+73
285
$65.1K 0.03%
500
286
$64.9K 0.03%
600
287
$64.7K 0.03%
+1,233
288
$64.6K 0.03%
312
-1,000
289
$64.1K 0.03%
278
+68
290
$63.1K 0.03%
+2,000
291
$63K 0.03%
+224
292
$62.5K 0.03%
606
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293
$62.1K 0.03%
2,750
294
$62.1K 0.03%
1,147
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295
$61.8K 0.03%
2,262
-186
296
$61.5K 0.03%
188
+88
297
$61.2K 0.03%
896
298
$60.9K 0.03%
+990
299
$60.9K 0.03%
2,000
300
$60.8K 0.03%
+530