AIC
Archer Investment Corporation Portfolio holdings
AUM
$419M
1-Year Return
14.14%
This Quarter Return
-14.61%
1 Year Return
+14.14%
3 Year Return
+51.46%
5 Year Return
+90.19%
10 Year Return
–
AUM
$149M
AUM Growth
-$40.5M
(-21%)
Cap. Flow
-$4.14M
Cap. Flow
% of AUM
-2.78%
Top 10 Holdings %
Top 10 Hldgs %
35.58%
Holding
684
New
52
Increased
140
Reduced
87
Closed
59
Top Buys
| 1 |
Innovator US Equity Ultra Buffer ETF March
UMAR
|
+$7.92M |
| 2 |
Innovator US Equity Ultra Buffer ETF February
UFEB
|
+$1.49M |
| 3 |
First Trust Capital Strength ETF
FTCS
|
+$929K |
| 4 |
Innovator US Equity Ultra Buffer ETF January
UJAN
|
+$899K |
| 5 |
Lockheed Martin
LMT
|
+$801K |
Top Sells
| 1 |
Invesco BuyBack Achievers ETF
PKW
|
+$7.39M |
| 2 |
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
|
+$4.7M |
| 3 |
SPDR S&P 500 ETF Trust
SPY
|
+$2.03M |
| 4 |
Home Depot
HD
|
+$1.59M |
| 5 |
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% |
