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
476
$5K ﹤0.01%
167
477
$5K ﹤0.01%
108
478
$5K ﹤0.01%
138
479
$5K ﹤0.01%
80
480
$5K ﹤0.01%
142
481
$5K ﹤0.01%
200
482
$5K ﹤0.01%
+94
483
$4K ﹤0.01%
88
484
$4K ﹤0.01%
300
485
$4K ﹤0.01%
158
486
$4K ﹤0.01%
+400
487
$4K ﹤0.01%
148
488
$4K ﹤0.01%
+51
489
$4K ﹤0.01%
13
490
$4K ﹤0.01%
100
491
$4K ﹤0.01%
165
492
$4K ﹤0.01%
41
493
$4K ﹤0.01%
114
494
$4K ﹤0.01%
5,000
495
$4K ﹤0.01%
125
496
$4K ﹤0.01%
23
497
$4K ﹤0.01%
310
498
$4K ﹤0.01%
100
499
$4K ﹤0.01%
50
-100
500
$4K ﹤0.01%
200
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