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
$333M
AUM Growth
+$22.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,148
New
Increased
Reduced
Closed

Top Buys

1
+$10.3M
2
+$1.41M
3
+$870K
4
JEPI icon
JPMorgan Equity Premium Income ETF
JEPI
+$839K
5
GFEB icon
FT Vest US Equity Moderate Buffer ETF February
GFEB
+$786K

Top Sells

1
+$7.77M
2
+$2.26M
3
+$959K
4
TXN icon
Texas Instruments
TXN
+$789K
5
AAPL icon
Apple
AAPL
+$622K

Sector Composition

1 Technology 7.98%
2 Healthcare 7.29%
3 Industrials 4.67%
4 Financials 4.46%
5 Communication Services 3.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.73M 0.82%
30,230
-60
27
$2.68M 0.81%
20,240
+350
28
$2.61M 0.79%
40,869
-192
29
$2.53M 0.76%
21,785
+2,121
30
$2.53M 0.76%
65,370
+1,239
31
$2.49M 0.75%
9,599
+623
32
$2.41M 0.72%
3,095
-489
33
$2.37M 0.71%
13,120
-148
34
$2.33M 0.7%
14,748
+264
35
$2.27M 0.68%
4,730
+447
36
$2.18M 0.66%
5,693
-318
37
$2.09M 0.63%
111,433
+3,128
38
$1.99M 0.6%
19,646
-498
39
$1.98M 0.6%
54,968
+24,107
40
$1.98M 0.6%
17,199
-25
41
$1.88M 0.57%
10,766
+349
42
$1.84M 0.55%
5,463
-48
43
$1.84M 0.55%
4,372
+54
44
$1.8M 0.54%
64,991
+8,523
45
$1.8M 0.54%
3,738
+1
46
$1.8M 0.54%
14,701
-76
47
$1.69M 0.51%
6,500
48
$1.68M 0.51%
10,660
-11
49
$1.65M 0.5%
6,715
50
$1.6M 0.48%
26,644
+151
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