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
$192M
AUM Growth
+$15.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
706
New
Increased
Reduced
Closed

Top Buys

1
+$1.97M
2
+$852K
3
+$795K
4
USEP icon
Innovator US Equity Ultra Buffer ETF September
USEP
+$744K
5
QQQ icon
Invesco QQQ Trust
QQQ
+$714K

Top Sells

1
+$1.48M
2
+$1.46M
3
+$444K
4
XOM icon
Exxon Mobil
XOM
+$400K
5
USB icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
526
$3.51K ﹤0.01%
91
527
$3.5K ﹤0.01%
100
528
$3.46K ﹤0.01%
287
529
$3.45K ﹤0.01%
100
530
$3.43K ﹤0.01%
30
531
$3.41K ﹤0.01%
100
532
$3.23K ﹤0.01%
53
533
$3.18K ﹤0.01%
50
534
$3.17K ﹤0.01%
50
535
$3.16K ﹤0.01%
290
536
$3.08K ﹤0.01%
400
537
$3.07K ﹤0.01%
58
538
$3.01K ﹤0.01%
52
539
$3.01K ﹤0.01%
400
540
$2.98K ﹤0.01%
111
+43
541
$2.94K ﹤0.01%
77
-100
542
$2.85K ﹤0.01%
49
543
$2.8K ﹤0.01%
180
544
$2.8K ﹤0.01%
69
545
$2.7K ﹤0.01%
49
546
$2.7K ﹤0.01%
100
547
$2.64K ﹤0.01%
100
548
$2.62K ﹤0.01%
100
549
$2.61K ﹤0.01%
100
550
$2.58K ﹤0.01%
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