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
501
$13.3K 0.01%
279
+2
502
$13.3K 0.01%
+143
503
$13.3K 0.01%
174
504
$12.8K 0.01%
400
505
$12.4K 0.01%
200
506
$12.2K 0.01%
50
507
$12.2K 0.01%
1,184
508
$12.2K 0.01%
305
509
$12.2K 0.01%
335
510
$12.1K 0.01%
240
511
$12.1K 0.01%
250
512
$11.8K ﹤0.01%
+550
513
$11.7K ﹤0.01%
208
514
$11.7K ﹤0.01%
+153
515
$11.6K ﹤0.01%
102
516
$11.1K ﹤0.01%
600
517
$11K ﹤0.01%
142
518
$11K ﹤0.01%
456
519
$10.9K ﹤0.01%
172
+107
520
$10.8K ﹤0.01%
50
521
$10.7K ﹤0.01%
+83
522
$10.7K ﹤0.01%
200
523
$10.6K ﹤0.01%
73
524
$10.5K ﹤0.01%
648
525
$10.3K ﹤0.01%
290