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
$149M
AUM Growth
-$40.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
684
New
Increased
Reduced
Closed

Top Buys

1
+$7.92M
2
+$1.49M
3
+$929K
4
UJAN icon
Innovator US Equity Ultra Buffer ETF January
UJAN
+$899K
5
LMT icon
Lockheed Martin
LMT
+$801K

Top Sells

1
+$7.39M
2
+$4.7M
3
+$2.03M
4
HD icon
Home Depot
HD
+$1.58M
5
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$1.56M

Sector Composition

1 Healthcare 9.88%
2 Technology 8.98%
3 Financials 6.12%
4 Communication Services 4.67%
5 Industrials 4.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$7K ﹤0.01%
81
+52
452
$7K ﹤0.01%
81
+18
453
$7K ﹤0.01%
122
+14
454
$7K ﹤0.01%
350
-484
455
$6K ﹤0.01%
46
456
$6K ﹤0.01%
160
-435
457
$6K ﹤0.01%
162
458
$6K ﹤0.01%
200
459
$6K ﹤0.01%
98
460
$6K ﹤0.01%
700
461
$6K ﹤0.01%
82
462
$6K ﹤0.01%
105
463
$6K ﹤0.01%
841
464
$6K ﹤0.01%
39
465
$6K ﹤0.01%
83
466
$5K ﹤0.01%
100
467
$5K ﹤0.01%
135
468
$5K ﹤0.01%
285
469
$5K ﹤0.01%
+28
470
$5K ﹤0.01%
86
-5,321
471
$5K ﹤0.01%
+16
472
$5K ﹤0.01%
+380
473
$5K ﹤0.01%
+57
474
$5K ﹤0.01%
100
475
$5K ﹤0.01%
73
17 18
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