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
301
$27K 0.02%
2,039
-50
302
$27K 0.02%
2
-1
303
$27K 0.02%
163
304
$27K 0.02%
692
305
$26K 0.02%
639
306
$26K 0.02%
204
307
$26K 0.02%
977
308
$26K 0.02%
625
309
$26K 0.02%
166
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$26K 0.02%
435
311
$26K 0.02%
413
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$26K 0.02%
481
313
$25K 0.02%
430
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$25K 0.02%
589
315
$25K 0.02%
315
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$25K 0.02%
200
317
$25K 0.02%
831
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$25K 0.02%
722
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$25K 0.02%
+1,396
320
$25K 0.02%
+1,686
321
$25K 0.02%
1,097
-246
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$25K 0.02%
793
323
$25K 0.02%
163
324
$25K 0.02%
506
325
$24K 0.02%
111
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