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
$386M
AUM Growth
+$11M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,236
New
Increased
Reduced
Closed

Top Buys

1
+$2.79M
2
+$1.84M
3
+$1.21M
4
ZMAR
Innovator Equity Defined Protection ETF - 1 Yr March
ZMAR
+$932K
5
JEPI icon
JPMorgan Equity Premium Income ETF
JEPI
+$816K

Top Sells

1
+$1.02M
2
+$519K
3
+$457K
4
V icon
Visa
V
+$436K
5
GNOV icon
FT Vest US Equity Moderate Buffer ETF November
GNOV
+$410K

Sector Composition

1 Technology 6.91%
2 Healthcare 5.79%
3 Financials 4.79%
4 Industrials 4.36%
5 Consumer Staples 3.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
501
$33.9K 0.01%
534
502
$33.5K 0.01%
125
+1
503
$33K 0.01%
568
+93
504
$32.7K 0.01%
400
+1
505
$32.6K 0.01%
400
506
$32.5K 0.01%
1,242
+1
507
$32.5K 0.01%
155
+24
508
$32.4K 0.01%
452
+100
509
$32.1K 0.01%
549
+3
510
$31.8K 0.01%
1,500
511
$31.2K 0.01%
47
512
$31.1K 0.01%
304
513
$31.1K 0.01%
1,788
514
$30.1K 0.01%
265
515
$29.7K 0.01%
558
+2
516
$29.5K 0.01%
590
+35
517
$29.2K 0.01%
673
518
$29.1K 0.01%
2,500
519
$29K 0.01%
350
520
$28.7K 0.01%
700
521
$28.5K 0.01%
364
522
$28.5K 0.01%
1,268
523
$28.3K 0.01%
5,786
524
$28.2K 0.01%
543
525
$27.8K 0.01%
781
19 20
21
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