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
301
$33.9K 0.02%
381
302
$33.7K 0.02%
618
303
$33.6K 0.02%
933
+750
304
$33.5K 0.02%
356
305
$33.4K 0.02%
1,014
+500
306
$32.8K 0.02%
+1,047
307
$32.7K 0.02%
550
308
$32.4K 0.02%
626
309
$32.1K 0.02%
329
310
$31.9K 0.02%
1,120
311
$31.8K 0.02%
600
-600
312
$31K 0.02%
1,230
313
$30.8K 0.02%
111
314
$30.7K 0.02%
1,200
315
$30.3K 0.02%
692
316
$29.2K 0.02%
731
317
$29K 0.02%
186
318
$28.6K 0.01%
784
+74
319
$28.5K 0.01%
709
320
$28.5K 0.01%
553
+28
321
$28.2K 0.01%
1,600
322
$27.8K 0.01%
977
323
$27.5K 0.01%
200
324
$27.5K 0.01%
100
325
$27.3K 0.01%
1,097
11 12
13
14 15