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
326
$24K 0.02%
787
327
$24K 0.02%
197
328
$24K 0.02%
550
329
$24K 0.02%
10
-5
330
$24K 0.02%
2,183
331
$23K 0.02%
+1,812
332
$23K 0.02%
256
333
$23K 0.02%
1,183
334
$23K 0.02%
290
335
$23K 0.02%
268
-3,000
336
$23K 0.02%
42
337
$22K 0.01%
+159
338
$22K 0.01%
186
339
$22K 0.01%
406
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340
$22K 0.01%
210
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341
$21K 0.01%
219
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342
$21K 0.01%
485
343
$21K 0.01%
797
344
$21K 0.01%
510
-1,010
345
$20K 0.01%
350
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500
347
$20K 0.01%
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348
$20K 0.01%
627
349
$19K 0.01%
722
350
$19K 0.01%
262
12 13
14
15 16