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
26
$2.96M 0.77%
58,170
+11,490
27
$2.92M 0.76%
5,683
+1
28
$2.87M 0.74%
17,288
+1,061
29
$2.82M 0.73%
23,686
+753
30
$2.79M 0.72%
+117,947
31
$2.75M 0.71%
10,014
-20
32
$2.74M 0.71%
17,702
-1,074
33
$2.66M 0.69%
13,959
+714
34
$2.49M 0.65%
67,078
-337
35
$2.48M 0.64%
22,886
-3,119
36
$2.4M 0.62%
27,366
-1,646
37
$2.37M 0.61%
26,400
+3,238
38
$2.31M 0.6%
2,793
-34
39
$2.27M 0.59%
32,071
-4,865
40
$2.22M 0.57%
117,069
-651
41
$2.21M 0.57%
21,648
+1,596
42
$2.1M 0.54%
17,236
-42
43
$2.06M 0.53%
5,628
+63
44
$2.01M 0.52%
3,673
+62
45
$1.85M 0.48%
5,135
-446
46
$1.84M 0.48%
+51,400
47
$1.84M 0.48%
8,786
+733
48
$1.81M 0.47%
10,840
-610
49
$1.79M 0.46%
3,193
+247
50
$1.72M 0.45%
25,402
-549
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