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
376
$62.5K 0.02%
764
-1,160
377
$60.9K 0.02%
225
378
$59K 0.02%
702
-836
379
$57.9K 0.02%
326
380
$57.7K 0.02%
1,705
-11,974
381
$57.7K 0.02%
203
382
$57.6K 0.02%
859
+7
383
$57K 0.02%
1,466
384
$56.9K 0.02%
534
385
$54.6K 0.02%
384
+270
386
$54K 0.02%
229
387
$53.8K 0.02%
148
388
$53.4K 0.02%
1,328
389
$52.8K 0.02%
867
390
$52.3K 0.02%
1,250
391
$52K 0.02%
2,500
-500
392
$51.8K 0.02%
377
393
$51.3K 0.02%
228
394
$50.9K 0.02%
1,092
395
$50.7K 0.02%
635
396
$50.5K 0.02%
784
397
$49.7K 0.02%
1,779
398
$48.2K 0.01%
236
399
$48.1K 0.01%
699
400
$47.9K 0.01%
1,782
+3
14 15
16
17 18