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
326
$112K 0.03%
+6,900
327
$111K 0.03%
+1,700
328
$110K 0.03%
417
+1
329
$109K 0.03%
2,325
+1,945
330
$108K 0.03%
4,363
-707
331
$108K 0.03%
+2,450
332
$107K 0.03%
329
+64
333
$107K 0.03%
1,729
+1
334
$106K 0.03%
310
+20
335
$103K 0.03%
540
336
$103K 0.03%
1,242
337
$102K 0.03%
4,000
338
$102K 0.03%
+1,250
339
$102K 0.03%
2,233
340
$101K 0.03%
+2,150
341
$100K 0.03%
2,935
+500
342
$99.7K 0.03%
1,075
+175
343
$99.7K 0.03%
+575
344
$99.2K 0.03%
1,400
+50
345
$99K 0.03%
+650
346
$98.9K 0.03%
+3,000
347
$98.8K 0.03%
579
348
$98.7K 0.03%
235
-38
349
$98.6K 0.03%
2,838
-4,358
350
$98K 0.03%
671
-84
12 13
14
15 16