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
26
$1.17M 0.78%
20,100
+460
27
$1.16M 0.78%
21,653
+3,061
28
$1M 0.67%
4,156
+144
29
$973K 0.65%
6,042
+83
30
$967K 0.65%
17,350
+13,572
31
$954K 0.64%
17,626
+110
32
$947K 0.64%
7,809
+395
33
$946K 0.64%
7,217
+14
34
$919K 0.62%
7,649
+320
35
$899K 0.6%
+35,000
36
$834K 0.56%
11,335
-4,000
37
$814K 0.55%
7,397
38
$800K 0.54%
13,979
-5,692
39
$793K 0.53%
20,949
+918
40
$775K 0.52%
6,278
+502
41
$773K 0.52%
4,733
+233
42
$762K 0.51%
5,054
+2,251
43
$744K 0.5%
8,988
+267
44
$734K 0.49%
2,847
-7,872
45
$730K 0.49%
5,458
+158
46
$694K 0.47%
9,107
+1,893
47
$689K 0.46%
5,390
48
$683K 0.46%
2,160
+160
49
$664K 0.45%
17,493
+9,660
50
$657K 0.44%
4,655
+355
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