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
301
$97.1K 0.03%
+380
302
$96.3K 0.03%
+385
303
$96.2K 0.03%
1,880
-550
304
$95.9K 0.03%
+740
305
$95.3K 0.03%
1,642
306
$94.7K 0.03%
+3,500
307
$94.6K 0.03%
1,400
308
$93.6K 0.03%
634
+1
309
$93.4K 0.03%
+560
310
$92.9K 0.03%
3,864
-412
311
$92.6K 0.03%
490
-60
312
$91.7K 0.03%
+1,700
313
$91.6K 0.03%
+2,130
314
$90.9K 0.03%
1,802
-700
315
$90.9K 0.03%
1,344
-90
316
$90.4K 0.03%
+185
317
$90.4K 0.03%
1,905
-1,906
318
$90.3K 0.03%
370
319
$88.6K 0.03%
948
+100
320
$88.6K 0.03%
165
321
$88.4K 0.03%
1,741
+23
322
$88.3K 0.03%
900
+150
323
$87.9K 0.03%
+1,014
324
$87.4K 0.03%
+540
325
$87.2K 0.03%
+470
11 12
13
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