AIC
Archer Investment Corporation Portfolio holdings
AUM $419M
1-Year Return
14.14%
This Quarter Return
-0.52%
1 Year Return
+14.14%
3 Year Return
+51.46%
5 Year Return
+90.19%
10 Year Return
–
AUM
$267M
AUM Growth
+$13.8M
(+5.4%)
Cap. Flow
+$11.9M
Cap. Flow
% of AUM
4.46%
Top 10 Holdings %
Top 10 Hldgs %
32.13%
Holding
764
New
179
Increased
110
Reduced
95
Closed
46
Top Buys
Top Sells
| 1 |
Innovator US Equity Ultra Buffer ETF May
UMAY
|
+$3.88M |
| 2 |
iShares Russell 2000 ETF
IWM
|
+$1.22M |
| 3 |
Innovator US Equity Ultra Buffer ETF March
UMAR
|
+$768K |
| 4 |
Invesco QQQ Trust
QQQ
|
+$704K |
| 5 |
Vanguard Dividend Appreciation ETF
VIG
|
+$687K |
Sector Composition
| 1 | Technology | 8.76% |
| 2 | Healthcare | 8.23% |
| 3 | Financials | 5.76% |
| 4 | Industrials | 4.75% |
| 5 | Consumer Discretionary | 4.51% |
