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
326
$52.8K 0.02%
575
327
$52.7K 0.02%
2,000
328
$51.4K 0.02%
1,000
329
$51.1K 0.02%
1,000
+885
330
$50.1K 0.02%
623
331
$49.8K 0.02%
576
+195
332
$49.6K 0.02%
950
-30
333
$49.1K 0.02%
900
+116
334
$48.4K 0.02%
61
+20
335
$48.2K 0.02%
1,230
336
$48.1K 0.02%
99
+20
337
$48.1K 0.02%
908
338
$48K 0.02%
1,977
-1,311
339
$47.5K 0.02%
583
+100
340
$47.3K 0.02%
134
+25
341
$47.1K 0.02%
387
342
$47.1K 0.02%
331
343
$47.1K 0.02%
1,785
344
$46.7K 0.02%
256
+194
345
$46.6K 0.02%
162
+27
346
$46.3K 0.02%
260
347
$46K 0.02%
1,550
348
$45.7K 0.02%
1,000
-6,000
349
$45.7K 0.02%
1,408
+285
350
$45.2K 0.02%
887
12 13
14
15 16