AIC
Archer Investment Corporation Portfolio holdings
AUM
$419M
1-Year Return
14.14%
This Quarter Return
+7.63%
1 Year Return
+14.14%
3 Year Return
+51.46%
5 Year Return
+90.19%
10 Year Return
–
AUM
$192M
AUM Growth
+$15.1M
(+8.5%)
Cap. Flow
+$5.28M
Cap. Flow
% of AUM
2.75%
Top 10 Holdings %
Top 10 Hldgs %
35.36%
Holding
706
New
53
Increased
78
Reduced
102
Closed
49
Top Buys
| 1 |
JPMorgan Chase
JPM
|
+$1.97M |
| 2 |
Innovator US Equity Power Buffer ETF August
PAUG
|
+$852K |
| 3 |
Texas Instruments
TXN
|
+$795K |
| 4 |
Innovator US Equity Ultra Buffer ETF September
USEP
|
+$744K |
| 5 |
Invesco QQQ Trust
QQQ
|
+$714K |
Top Sells
| 1 |
Innovator US Equity Ultra Buffer ETF March
UMAR
|
+$1.48M |
| 2 |
Jones Lang LaSalle
JLL
|
+$1.46M |
| 3 |
Kinder Morgan
KMI
|
+$444K |
| 4 |
Exxon Mobil
XOM
|
+$400K |
| 5 |
US Bancorp
USB
|
+$376K |
Sector Composition
| 1 | Technology | 10.4% |
| 2 | Healthcare | 8.9% |
| 3 | Financials | 5.63% |
| 4 | Consumer Discretionary | 4.99% |
| 5 | Industrials | 4.76% |
