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
376
$84.7K 0.02%
420
+6
377
$83.8K 0.02%
1,641
-100
378
$83.2K 0.02%
6,718
379
$83.2K 0.02%
413
380
$81.8K 0.02%
1,065
-135
381
$81.3K 0.02%
1,252
+1,200
382
$80.8K 0.02%
390
+25
383
$80.6K 0.02%
+250
384
$80.2K 0.02%
437
-70
385
$80K 0.02%
817
386
$79.9K 0.02%
399
+5
387
$79.7K 0.02%
418
-13
388
$79.5K 0.02%
1,904
389
$79.5K 0.02%
1,093
390
$79.3K 0.02%
6,900
+6,800
391
$79.2K 0.02%
1,604
-999
392
$78.9K 0.02%
1,656
393
$78.5K 0.02%
2,759
394
$78.5K 0.02%
2,184
-2,950
395
$78.2K 0.02%
1,000
396
$77K 0.02%
1,620
397
$75.9K 0.02%
1,658
+6
398
$75.7K 0.02%
758
399
$74.5K 0.02%
1,246
400
$73.6K 0.02%
1,000
14 15
16
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