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
501
$4K ﹤0.01%
+30
502
$3K ﹤0.01%
300
503
$3K ﹤0.01%
200
-7,900
504
$3K ﹤0.01%
299
505
$3K ﹤0.01%
+100
506
$3K ﹤0.01%
58
507
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58
508
$3K ﹤0.01%
44
509
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56
510
$3K ﹤0.01%
+53
511
$3K ﹤0.01%
300
512
$3K ﹤0.01%
443
-200
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$3K ﹤0.01%
52
514
$3K ﹤0.01%
+50
515
$2K ﹤0.01%
300
516
$2K ﹤0.01%
30
517
$2K ﹤0.01%
37
518
$2K ﹤0.01%
430
519
$2K ﹤0.01%
70
520
$2K ﹤0.01%
100
521
$2K ﹤0.01%
167
522
$2K ﹤0.01%
49
523
$2K ﹤0.01%
10
524
$2K ﹤0.01%
69
-218
525
$2K ﹤0.01%
290
19 20
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