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
$192M
AUM Growth
+$15.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
706
New
Increased
Reduced
Closed

Top Buys

1
+$1.97M
2
+$852K
3
+$795K
4
USEP icon
Innovator US Equity Ultra Buffer ETF September
USEP
+$744K
5
QQQ icon
Invesco QQQ Trust
QQQ
+$714K

Top Sells

1
+$1.48M
2
+$1.46M
3
+$444K
4
XOM icon
Exxon Mobil
XOM
+$400K
5
USB icon
US Bancorp
USB
+$376K

Sector Composition

1 Technology 10.4%
2 Healthcare 8.9%
3 Financials 5.63%
4 Consumer Discretionary 4.99%
5 Industrials 4.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$6.41K ﹤0.01%
200
477
$6.32K ﹤0.01%
90
-12
478
$6.25K ﹤0.01%
135
479
$6.24K ﹤0.01%
105
480
$6.14K ﹤0.01%
+10
481
$6.12K ﹤0.01%
50
482
$5.94K ﹤0.01%
57
483
$5.92K ﹤0.01%
332
-221
484
$5.9K ﹤0.01%
600
485
$5.9K ﹤0.01%
108
486
$5.9K ﹤0.01%
197
487
$5.87K ﹤0.01%
114
488
$5.87K ﹤0.01%
200
489
$5.72K ﹤0.01%
380
490
$5.57K ﹤0.01%
50
491
$5.54K ﹤0.01%
100
492
$5.53K ﹤0.01%
13
493
$5.43K ﹤0.01%
285
494
$5.38K ﹤0.01%
65
-17
495
$5.37K ﹤0.01%
148
496
$5.26K ﹤0.01%
88
497
$5.2K ﹤0.01%
100
498
$5.05K ﹤0.01%
16
499
$5.04K ﹤0.01%
100
500
$5K ﹤0.01%
13
18 19
20
21 22