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
$192M
AUM Growth
+$15.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
706
New
Increased
Reduced
Closed

Top Buys

1
+$1.97M
2
+$852K
3
+$795K
4
USEP icon
Innovator US Equity Ultra Buffer ETF September
USEP
+$744K
5
QQQ icon
Invesco QQQ Trust
QQQ
+$714K

Top Sells

1
+$1.48M
2
+$1.46M
3
+$444K
4
XOM icon
Exxon Mobil
XOM
+$400K
5
USB icon
US Bancorp
USB
+$376K

Sector Composition

1 Technology 10.4%
2 Healthcare 8.9%
3 Financials 5.63%
4 Consumer Discretionary 4.99%
5 Industrials 4.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$21.6K 0.01%
694
-38
352
$21.4K 0.01%
343
353
$21.3K 0.01%
100
+50
354
$21.1K 0.01%
534
355
$21.1K 0.01%
526
356
$20.9K 0.01%
868
357
$20.7K 0.01%
5,664
-11
358
$20.5K 0.01%
330
359
$20.4K 0.01%
1,803
360
$20.1K 0.01%
100
361
$19.9K 0.01%
200
362
$19.9K 0.01%
228
363
$19.8K 0.01%
248
364
$19.8K 0.01%
60
365
$19.7K 0.01%
250
+150
366
$19.1K 0.01%
50
367
$18.7K 0.01%
300
368
$18.5K 0.01%
114
+20
369
$18.3K 0.01%
342
-636
370
$18.1K 0.01%
550
-5,560
371
$18.1K 0.01%
350
372
$18.1K 0.01%
100
373
$17.8K 0.01%
146
+100
374
$17.8K 0.01%
120
375
$17.6K 0.01%
3,500
-1,000
13 14
15
16 17