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
501
$4.98K ﹤0.01%
36
502
$4.95K ﹤0.01%
158
503
$4.94K ﹤0.01%
375
-400
504
$4.87K ﹤0.01%
50
505
$4.78K ﹤0.01%
79
-145
506
$4.76K ﹤0.01%
50
507
$4.72K ﹤0.01%
98
508
$4.65K ﹤0.01%
100
509
$4.64K ﹤0.01%
+72
510
$4.53K ﹤0.01%
+106
511
$4.32K ﹤0.01%
300
512
$4.16K ﹤0.01%
310
513
$4.13K ﹤0.01%
167
514
$4.05K ﹤0.01%
50
515
$4.03K ﹤0.01%
+52
516
$4.02K ﹤0.01%
100
517
$3.94K ﹤0.01%
28
518
$3.9K ﹤0.01%
299
519
$3.9K ﹤0.01%
73
520
$3.88K ﹤0.01%
167
521
$3.88K ﹤0.01%
+44
522
$3.85K ﹤0.01%
28
+7
523
$3.77K ﹤0.01%
+64
524
$3.69K ﹤0.01%
56
525
$3.69K ﹤0.01%
125
-529
19 20
21
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