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
$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
476
$16.8K 0.01%
1,042
477
$16.6K 0.01%
227
478
$16.6K 0.01%
916
479
$16.5K 0.01%
100
480
$16.5K 0.01%
146
481
$16.4K 0.01%
221
+1
482
$16.2K 0.01%
299
483
$16.1K 0.01%
221
484
$16.1K 0.01%
318
485
$16K 0.01%
+500
486
$15.9K 0.01%
290
487
$15.8K 0.01%
310
488
$15.8K 0.01%
175
489
$15.7K 0.01%
591
490
$15.3K 0.01%
244
491
$15.2K 0.01%
140
+50
492
$14.8K 0.01%
+81
493
$14.8K 0.01%
318
494
$14.4K 0.01%
314
495
$14.3K 0.01%
102
+1
496
$14.2K 0.01%
283
497
$14.1K 0.01%
560
+276
498
$13.7K 0.01%
91
499
$13.7K 0.01%
1,035
+745
500
$13.6K 0.01%
714