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
376
$38.3K 0.02%
1,800
377
$38.1K 0.02%
569
378
$38K 0.02%
450
-300
379
$37.9K 0.02%
785
+185
380
$37.6K 0.02%
493
+169
381
$37.3K 0.02%
682
-557
382
$37.2K 0.02%
2,374
-1,394
383
$37K 0.02%
120
384
$36.8K 0.02%
945
+535
385
$36.7K 0.02%
1,803
386
$36.3K 0.02%
692
387
$36.1K 0.01%
181
388
$35.8K 0.01%
2,597
389
$35.5K 0.01%
600
390
$35.1K 0.01%
353
391
$34.9K 0.01%
691
392
$34.5K 0.01%
1,097
393
$34.5K 0.01%
1,047
394
$33.9K 0.01%
174
+55
395
$33.8K 0.01%
550
396
$33.1K 0.01%
+461
397
$32.8K 0.01%
200
398
$32.8K 0.01%
143
399
$32.5K 0.01%
531
-150
400
$32.1K 0.01%
1,070
-4,738
14 15
16
17 18