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
301
$60.8K 0.03%
584
-436
302
$60K 0.02%
1,170
+816
303
$59.6K 0.02%
681
+160
304
$59.2K 0.02%
1,435
+430
305
$59.1K 0.02%
1,333
306
$57.9K 0.02%
2,362
+1,648
307
$57.9K 0.02%
413
308
$57.9K 0.02%
1,121
309
$57.7K 0.02%
604
+120
310
$57.6K 0.02%
2,539
-3,722
311
$57.5K 0.02%
1,039
312
$57.2K 0.02%
252
+236
313
$57.1K 0.02%
797
+265
314
$57K 0.02%
3,123
-1,415
315
$56.6K 0.02%
173
316
$56.5K 0.02%
341
-32
317
$55.9K 0.02%
446
+117
318
$55K 0.02%
1,290
+347
319
$54.8K 0.02%
469
+125
320
$54.4K 0.02%
408
+108
321
$53.6K 0.02%
605
+196
322
$53.3K 0.02%
416
+372
323
$53.3K 0.02%
815
324
$53.1K 0.02%
333
+133
325
$53K 0.02%
267
+73
11 12
13
14 15