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
$333M
AUM Growth
+$22.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,148
New
Increased
Reduced
Closed

Top Buys

1
+$10.3M
2
+$1.41M
3
+$870K
4
JEPI icon
JPMorgan Equity Premium Income ETF
JEPI
+$839K
5
GFEB icon
FT Vest US Equity Moderate Buffer ETF February
GFEB
+$786K

Top Sells

1
+$7.77M
2
+$2.26M
3
+$959K
4
TXN icon
Texas Instruments
TXN
+$789K
5
AAPL icon
Apple
AAPL
+$622K

Sector Composition

1 Technology 7.98%
2 Healthcare 7.29%
3 Industrials 4.67%
4 Financials 4.46%
5 Communication Services 3.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
501
$23K 0.01%
525
502
$22.9K 0.01%
804
+556
503
$22.9K 0.01%
316
504
$22.9K 0.01%
194
+12
505
$22.8K 0.01%
173
506
$22.6K 0.01%
631
+1
507
$22.2K 0.01%
18
508
$22.1K 0.01%
515
509
$21.9K 0.01%
439
510
$21.9K 0.01%
515
511
$21.7K 0.01%
463
512
$21.7K 0.01%
374
+11
513
$21.4K 0.01%
479
-200
514
$21.2K 0.01%
518
+482
515
$21.2K 0.01%
929
+35
516
$21.1K 0.01%
1,000
517
$21.1K 0.01%
77
518
$20.9K 0.01%
335
519
$20.5K 0.01%
+516
520
$20.4K 0.01%
512
521
$20.4K 0.01%
+553
522
$20.3K 0.01%
1,082
523
$20.3K 0.01%
148
524
$20K 0.01%
342
-416
525
$19.7K 0.01%
336
19 20
21
22 23