AIC

Archer Investment Corporation Portfolio holdings

AUM $419M
1-Year Est. Return 14.14%
This Quarter Est. Return
1 Year Est. Return
+14.14%
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
26
$1.67M 0.69%
7,690
+2,021
27
$1.63M 0.67%
14,747
+5,196
28
$1.56M 0.65%
21,262
-511
29
$1.5M 0.62%
41,290
-5,471
30
$1.49M 0.61%
14,203
-415
31
$1.48M 0.61%
6,700
+1,100
32
$1.45M 0.6%
14,275
-537
33
$1.44M 0.6%
4,054
-159
34
$1.42M 0.59%
5,840
+786
35
$1.41M 0.58%
9,983
-35
36
$1.37M 0.56%
14,953
+878
37
$1.35M 0.56%
26,172
-9,285
38
$1.33M 0.55%
6,274
+391
39
$1.32M 0.54%
9,919
+1,760
40
$1.29M 0.53%
23,024
+9,765
41
$1.21M 0.5%
3,062
-10
42
$1.2M 0.5%
26,508
+3,693
43
$1.15M 0.47%
19,709
-4,695
44
$1.14M 0.47%
5,191
-268
45
$1.13M 0.47%
15,512
+1,677
46
$1.1M 0.45%
5,990
-359
47
$1.08M 0.45%
23,400
-1,140
48
$1.08M 0.45%
17,150
-1,009
49
$1.06M 0.44%
8,009
+100
50
$1.05M 0.43%
5,570
1
2
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