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
401
$47.5K 0.01%
198
-55
402
$47.4K 0.01%
412
403
$46.9K 0.01%
1,113
+9
404
$46.6K 0.01%
1,253
405
$46.3K 0.01%
2,016
406
$46.2K 0.01%
1,000
407
$46.2K 0.01%
1,096
408
$46.1K 0.01%
728
+1
409
$45.4K 0.01%
30
+10
410
$44.7K 0.01%
105
411
$43.1K 0.01%
1,014
+23
412
$42.6K 0.01%
899
+41
413
$42.6K 0.01%
89
414
$42.5K 0.01%
1,537
415
$41.9K 0.01%
1,047
416
$41.3K 0.01%
328
-49
417
$40.7K 0.01%
1,000
418
$40.3K 0.01%
200
419
$40.2K 0.01%
1,120
-5,820
420
$40K 0.01%
1,114
421
$39.3K 0.01%
800
422
$39.2K 0.01%
668
423
$38.1K 0.01%
366
424
$37.9K 0.01%
153
425
$37.2K 0.01%
692
15 16
17
18 19