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
426
$37.2K 0.01%
317
-224
427
$36.9K 0.01%
1,889
428
$36.8K 0.01%
850
429
$36.7K 0.01%
231
430
$36.5K 0.01%
545
-751
431
$36.4K 0.01%
851
432
$36.4K 0.01%
261
433
$36.1K 0.01%
1,608
+1,143
434
$35.8K 0.01%
469
435
$35.7K 0.01%
526
436
$35.4K 0.01%
500
437
$35.3K 0.01%
3,000
+1,000
438
$35.3K 0.01%
123
439
$35.2K 0.01%
1,548
-500
440
$35.1K 0.01%
698
441
$35K 0.01%
42
442
$34.5K 0.01%
2,338
443
$34.3K 0.01%
260
444
$33.5K 0.01%
44
-9
445
$33.1K 0.01%
1,212
+587
446
$32.8K 0.01%
2,344
-183
447
$32.8K 0.01%
287
448
$32.7K 0.01%
799
+77
449
$32.7K 0.01%
9
450
$32.1K 0.01%
474
16 17
18
19 20