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
351
$44.4K 0.02%
145
352
$43.8K 0.02%
537
353
$43.8K 0.02%
270
+45
354
$43.7K 0.02%
400
355
$42.5K 0.02%
720
-220
356
$42.3K 0.02%
700
-300
357
$42.2K 0.02%
347
+105
358
$42.1K 0.02%
626
359
$41.7K 0.02%
1,000
360
$41.2K 0.02%
917
361
$41.2K 0.02%
220
362
$40.9K 0.02%
356
363
$40.9K 0.02%
550
364
$40.6K 0.02%
2,050
-427
365
$40.4K 0.02%
620
366
$40.4K 0.02%
2,666
367
$40.3K 0.02%
2,718
368
$40.3K 0.02%
175
369
$40.1K 0.02%
556
370
$39.9K 0.02%
1,120
371
$39.4K 0.02%
197
372
$39.1K 0.02%
1,276
373
$39.1K 0.02%
479
374
$38.8K 0.02%
119
+18
375
$38.6K 0.02%
845
13 14
15
16 17