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
276
$163K 0.04%
+5,700
277
$161K 0.04%
1,423
+500
278
$160K 0.04%
8,000
279
$160K 0.04%
3,495
-899
280
$160K 0.04%
+2,525
281
$159K 0.04%
+2,900
282
$157K 0.04%
1,911
+40
283
$157K 0.04%
3,128
-499
284
$156K 0.04%
18,999
+3,700
285
$154K 0.04%
4,100
286
$154K 0.04%
3,058
287
$151K 0.04%
982
+4
288
$149K 0.04%
1,399
289
$149K 0.04%
+721
290
$149K 0.04%
6,000
291
$147K 0.04%
+1,325
292
$147K 0.04%
+3,050
293
$146K 0.04%
496
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294
$143K 0.04%
2,878
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295
$142K 0.04%
1,892
296
$141K 0.04%
+3,400
297
$138K 0.04%
400
298
$138K 0.04%
1,038
299
$138K 0.04%
+360
300
$137K 0.04%
257
+1
10 11
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