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
$333M
AUM Growth
+$22.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,148
New
Increased
Reduced
Closed

Top Buys

1
+$10.3M
2
+$1.41M
3
+$870K
4
JEPI icon
JPMorgan Equity Premium Income ETF
JEPI
+$839K
5
GFEB icon
FT Vest US Equity Moderate Buffer ETF February
GFEB
+$786K

Top Sells

1
+$7.77M
2
+$2.26M
3
+$959K
4
TXN icon
Texas Instruments
TXN
+$789K
5
AAPL icon
Apple
AAPL
+$622K

Sector Composition

1 Technology 7.98%
2 Healthcare 7.29%
3 Industrials 4.67%
4 Financials 4.46%
5 Communication Services 3.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$122K 0.04%
+620
277
$121K 0.04%
4,010
-941
278
$121K 0.04%
645
+27
279
$117K 0.04%
569
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280
$116K 0.03%
5,877
281
$114K 0.03%
290
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282
$114K 0.03%
955
283
$112K 0.03%
1,225
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284
$112K 0.03%
415
285
$110K 0.03%
532
286
$110K 0.03%
8,265
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287
$108K 0.03%
878
288
$108K 0.03%
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289
$106K 0.03%
+240
290
$106K 0.03%
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291
$104K 0.03%
2,325
292
$104K 0.03%
1,433
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293
$102K 0.03%
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294
$100K 0.03%
+1,180
295
$99.1K 0.03%
+1,125
296
$98.9K 0.03%
+645
297
$98.8K 0.03%
500
298
$97.6K 0.03%
822
+785
299
$97.5K 0.03%
+420
300
$97.5K 0.03%
1,240
+751
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