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
$149M
AUM Growth
-$40.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
684
New
Increased
Reduced
Closed

Top Buys

1
+$7.92M
2
+$1.49M
3
+$929K
4
UJAN icon
Innovator US Equity Ultra Buffer ETF January
UJAN
+$899K
5
LMT icon
Lockheed Martin
LMT
+$801K

Top Sells

1
+$7.39M
2
+$4.7M
3
+$2.03M
4
HD icon
Home Depot
HD
+$1.58M
5
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$1.56M

Sector Composition

1 Healthcare 9.88%
2 Technology 8.98%
3 Financials 6.12%
4 Communication Services 4.67%
5 Industrials 4.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
526
$2K ﹤0.01%
+135
527
$2K ﹤0.01%
287
528
$2K ﹤0.01%
200
529
$2K ﹤0.01%
30
530
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109
-748
531
$2K ﹤0.01%
50
532
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50
533
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17
534
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535
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+50
536
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24
537
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+50
538
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539
$2K ﹤0.01%
180
-10,800
540
$2K ﹤0.01%
100
541
$2K ﹤0.01%
100
542
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+50
543
$1K ﹤0.01%
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545
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546
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20
547
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50
-261
548
$1K ﹤0.01%
23
549
$1K ﹤0.01%
+500
550
$1K ﹤0.01%
95
20 21
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