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
426
$61.9K 0.02%
384
-1,101
427
$61.7K 0.02%
198
+1
428
$61.2K 0.02%
740
+1
429
$60.4K 0.02%
951
-60
430
$59.9K 0.02%
537
-5
431
$58.6K 0.02%
3,000
432
$58.5K 0.02%
30
433
$58.5K 0.02%
794
-23
434
$57.6K 0.01%
760
-816
435
$56K 0.01%
229
436
$55K 0.01%
182
+23
437
$54.6K 0.01%
800
438
$54.1K 0.01%
2,440
+1,800
439
$53.7K 0.01%
1,167
440
$53.7K 0.01%
1,110
+19
441
$52.6K 0.01%
1,250
442
$51.9K 0.01%
635
443
$51.6K 0.01%
236
444
$51.4K 0.01%
872
445
$51.4K 0.01%
4,000
446
$51.2K 0.01%
750
447
$51.1K 0.01%
1,000
448
$50.5K 0.01%
239
+2
449
$50.3K 0.01%
413
450
$49.9K 0.01%
195
16 17
18
19 20