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
$192M
AUM Growth
+$15.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
706
New
Increased
Reduced
Closed

Top Buys

1
+$1.97M
2
+$852K
3
+$795K
4
USEP icon
Innovator US Equity Ultra Buffer ETF September
USEP
+$744K
5
QQQ icon
Invesco QQQ Trust
QQQ
+$714K

Top Sells

1
+$1.48M
2
+$1.46M
3
+$444K
4
XOM icon
Exxon Mobil
XOM
+$400K
5
USB icon
US Bancorp
USB
+$376K

Sector Composition

1 Technology 10.4%
2 Healthcare 8.9%
3 Financials 5.63%
4 Consumer Discretionary 4.99%
5 Industrials 4.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$8.67K ﹤0.01%
73
452
$8.56K ﹤0.01%
160
453
$8.55K ﹤0.01%
500
454
$8.49K ﹤0.01%
841
455
$8.49K ﹤0.01%
+400
456
$8.4K ﹤0.01%
84
457
$8.15K ﹤0.01%
208
458
$8.02K ﹤0.01%
130
459
$7.8K ﹤0.01%
400
460
$7.75K ﹤0.01%
25
461
$7.65K ﹤0.01%
217
-868
462
$7.64K ﹤0.01%
250
-250
463
$7.53K ﹤0.01%
325
464
$7.3K ﹤0.01%
142
465
$7.2K ﹤0.01%
200
466
$7.08K ﹤0.01%
162
467
$7.02K ﹤0.01%
49
+10
468
$6.95K ﹤0.01%
50
469
$6.89K ﹤0.01%
+100
470
$6.85K ﹤0.01%
57
471
$6.68K ﹤0.01%
2
472
$6.65K ﹤0.01%
60
473
$6.63K ﹤0.01%
83
474
$6.63K ﹤0.01%
138
475
$6.6K ﹤0.01%
102
17 18
19
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