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
$242M
AUM Growth
+$32M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
785
New
Increased
Reduced
Closed

Top Buys

1
+$9.71M
2
+$1.07M
3
+$953K
4
QQQ icon
Invesco QQQ Trust
QQQ
+$769K
5
UFEB icon
Innovator US Equity Ultra Buffer ETF February
UFEB
+$760K

Top Sells

1
+$1.6M
2
+$788K
3
+$675K
4
USEP icon
Innovator US Equity Ultra Buffer ETF September
USEP
+$648K
5
INTU icon
Intuit
INTU
+$542K

Sector Composition

1 Technology 8.47%
2 Healthcare 7.93%
3 Financials 6.09%
4 Industrials 5.56%
5 Consumer Discretionary 4.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$22K 0.01%
494
452
$21.6K 0.01%
220
453
$21.6K 0.01%
342
454
$20.7K 0.01%
226
+104
455
$20.6K 0.01%
436
456
$20.3K 0.01%
+108
457
$20.2K 0.01%
762
+62
458
$20.2K 0.01%
115
459
$20K 0.01%
1,000
460
$19.8K 0.01%
290
461
$19.8K 0.01%
260
-613
462
$19.3K 0.01%
+1,055
463
$19.2K 0.01%
+260
464
$19.1K 0.01%
280
465
$19.1K 0.01%
60
+5
466
$18.9K 0.01%
193
+148
467
$18.8K 0.01%
270
468
$18.5K 0.01%
675
-1,200
469
$18.4K 0.01%
60
470
$18.3K 0.01%
316
471
$18.2K 0.01%
312
472
$17.9K 0.01%
5,664
473
$17.9K 0.01%
350
474
$17.3K 0.01%
50
475
$16.9K 0.01%
+177
17 18
19
20 21