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
401
$31.7K 0.01%
709
402
$31.1K 0.01%
17
403
$30.1K 0.01%
357
404
$29.7K 0.01%
977
405
$29.6K 0.01%
702
-8
406
$29K 0.01%
350
407
$28.6K 0.01%
2,078
408
$28.6K 0.01%
+568
409
$28.6K 0.01%
1,227
+992
410
$28.4K 0.01%
553
411
$28.3K 0.01%
500
412
$28.1K 0.01%
1,953
413
$28.1K 0.01%
1,120
+785
414
$27.8K 0.01%
496
415
$27.8K 0.01%
228
416
$27.7K 0.01%
866
+2
417
$27.7K 0.01%
178
-103
418
$27.6K 0.01%
500
419
$27.5K 0.01%
+203
420
$27.5K 0.01%
153
-186
421
$27.4K 0.01%
526
422
$27.2K 0.01%
276
+106
423
$26.9K 0.01%
+1,000
424
$26.6K 0.01%
265
425
$26.5K 0.01%
500
15 16
17
18 19