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
476
$40.6K 0.01%
1,114
477
$40.3K 0.01%
1,057
478
$40K 0.01%
241
+9
479
$39.9K 0.01%
692
480
$39.8K 0.01%
260
481
$39.4K 0.01%
536
+60
482
$39.1K 0.01%
231
+27
483
$38.9K 0.01%
802
484
$38.5K 0.01%
500
485
$38.2K 0.01%
616
486
$37.8K 0.01%
150
487
$37.1K 0.01%
3,100
-276
488
$36.8K 0.01%
470
489
$36.2K 0.01%
200
490
$35.9K 0.01%
344
-33
491
$35.9K 0.01%
1,889
492
$35.9K 0.01%
2,338
493
$35.4K 0.01%
500
494
$35.1K 0.01%
698
495
$35.1K 0.01%
550
496
$35K 0.01%
44
497
$34.9K 0.01%
231
498
$34.8K 0.01%
204
-638
499
$34.2K 0.01%
235
+35
500
$34K 0.01%
1,097
18 19
20
21 22