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
451
$49.6K 0.01%
3,000
452
$49.2K 0.01%
190
-1
453
$49.1K 0.01%
1,253
454
$48.7K 0.01%
148
455
$48.4K 0.01%
824
+1
456
$48.4K 0.01%
378
457
$47.4K 0.01%
1,529
458
$46.1K 0.01%
10
459
$45.6K 0.01%
1,000
460
$45.6K 0.01%
670
461
$45.2K 0.01%
1,320
462
$44.7K 0.01%
2,328
+3
463
$44.7K 0.01%
1,525
464
$44.2K 0.01%
677
-268
465
$44K 0.01%
1,047
466
$43.9K 0.01%
800
467
$43.6K 0.01%
778
+434
468
$43.4K 0.01%
331
+1
469
$43.2K 0.01%
890
470
$43.1K 0.01%
528
+1
471
$43K 0.01%
366
472
$42.4K 0.01%
850
+2
473
$41.4K 0.01%
153
474
$41.3K 0.01%
1,021
-45
475
$40.7K 0.01%
74
17 18
19
20 21