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
351
$74.3K 0.02%
20,400
-1,000
352
$73.6K 0.02%
1,656
353
$72.9K 0.02%
1,040
-350
354
$72.8K 0.02%
4,000
355
$72.6K 0.02%
400
356
$72.1K 0.02%
1,620
357
$71K 0.02%
626
358
$70.8K 0.02%
+1,525
359
$70.8K 0.02%
997
+990
360
$70.7K 0.02%
2,000
361
$70.2K 0.02%
1,787
-221
362
$69.7K 0.02%
1,000
363
$69.1K 0.02%
199
-200
364
$68.5K 0.02%
2,075
365
$66.7K 0.02%
1,620
+432
366
$65.7K 0.02%
524
367
$65.4K 0.02%
1,300
+500
368
$65.3K 0.02%
353
369
$65.2K 0.02%
571
370
$64.7K 0.02%
1,117
-100
371
$64.7K 0.02%
163
372
$63.6K 0.02%
1,743
373
$63.6K 0.02%
1,587
374
$62.8K 0.02%
196
+7
375
$62.8K 0.02%
363
+1
13 14
15
16 17