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
326
$85.9K 0.03%
526
+5
327
$85.7K 0.03%
1,015
+1
328
$85.4K 0.03%
551
+150
329
$84.8K 0.03%
4,042
330
$84.3K 0.03%
+1,338
331
$84.2K 0.03%
+195
332
$83.7K 0.03%
4,099
333
$83.7K 0.03%
355
334
$83.3K 0.03%
+950
335
$83K 0.02%
+2,360
336
$82.2K 0.02%
6,542
+144
337
$80.7K 0.02%
758
338
$79.7K 0.02%
1,761
339
$79.1K 0.02%
1,036
-49
340
$79.1K 0.02%
1,850
-200
341
$78.8K 0.02%
300
342
$78.6K 0.02%
650
343
$77.9K 0.02%
+1,690
344
$77.3K 0.02%
621
345
$77.2K 0.02%
413
346
$76K 0.02%
+1,180
347
$75.9K 0.02%
579
-421
348
$75.1K 0.02%
+750
349
$75K 0.02%
+1,208
350
$74.5K 0.02%
540
12 13
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