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
301
$135K 0.04%
3,934
-22
302
$135K 0.04%
2,142
+775
303
$133K 0.03%
1,149
+201
304
$132K 0.03%
215
+200
305
$131K 0.03%
1,677
306
$131K 0.03%
1,598
307
$130K 0.03%
5,892
+18
308
$130K 0.03%
820
-1,495
309
$129K 0.03%
+12,350
310
$128K 0.03%
3,552
311
$128K 0.03%
190
312
$127K 0.03%
1,307
-24
313
$127K 0.03%
+850
314
$126K 0.03%
+2,165
315
$126K 0.03%
+290
316
$125K 0.03%
919
+304
317
$125K 0.03%
6,000
318
$123K 0.03%
935
319
$123K 0.03%
4,539
320
$123K 0.03%
5,877
321
$121K 0.03%
1,643
+63
322
$119K 0.03%
+3,650
323
$114K 0.03%
1,114
-3,320
324
$114K 0.03%
16,923
325
$113K 0.03%
+800
11 12
13
14 15