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
351
$98K 0.03%
521
352
$97.9K 0.03%
+5,700
353
$97.8K 0.03%
2,075
+550
354
$97.8K 0.03%
1,923
+1,382
355
$97.6K 0.03%
1,364
+3
356
$96.5K 0.03%
2,912
357
$96K 0.02%
403
-167
358
$95.6K 0.02%
+600
359
$94.3K 0.02%
660
+100
360
$93.6K 0.02%
645
+64
361
$93.5K 0.02%
+1,060
362
$93.2K 0.02%
1,324
+72
363
$92.7K 0.02%
937
+1
364
$92.6K 0.02%
+2,800
365
$92.6K 0.02%
1,500
366
$92.4K 0.02%
1,980
367
$92.3K 0.02%
1,809
-255
368
$91.6K 0.02%
370
369
$91.4K 0.02%
+850
370
$90.7K 0.02%
978
371
$90.7K 0.02%
1,791
-11
372
$88.8K 0.02%
2,004
+3
373
$87.5K 0.02%
+300
374
$85.1K 0.02%
3,772
-2,132
375
$84.8K 0.02%
4,099
13 14
15
16 17