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
$242M
AUM Growth
+$32M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
785
New
Increased
Reduced
Closed

Top Buys

1
+$9.71M
2
+$1.07M
3
+$953K
4
QQQ icon
Invesco QQQ Trust
QQQ
+$769K
5
UFEB icon
Innovator US Equity Ultra Buffer ETF February
UFEB
+$760K

Top Sells

1
+$1.6M
2
+$788K
3
+$675K
4
USEP icon
Innovator US Equity Ultra Buffer ETF September
USEP
+$648K
5
INTU icon
Intuit
INTU
+$542K

Sector Composition

1 Technology 8.47%
2 Healthcare 7.93%
3 Financials 6.09%
4 Industrials 5.56%
5 Consumer Discretionary 4.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
526
$10.3K ﹤0.01%
+98
527
$10.3K ﹤0.01%
174
528
$10.2K ﹤0.01%
+260
529
$10.2K ﹤0.01%
300
530
$10.2K ﹤0.01%
475
531
$10.1K ﹤0.01%
108
532
$9.96K ﹤0.01%
+31
533
$9.96K ﹤0.01%
162
534
$9.95K ﹤0.01%
1,024
535
$9.94K ﹤0.01%
200
536
$9.84K ﹤0.01%
158
537
$9.55K ﹤0.01%
162
+79
538
$9.38K ﹤0.01%
84
539
$9.23K ﹤0.01%
160
540
$8.78K ﹤0.01%
1,050
541
$8.57K ﹤0.01%
217
542
$8.47K ﹤0.01%
+130
543
$8.36K ﹤0.01%
58
544
$8.34K ﹤0.01%
100
545
$8.16K ﹤0.01%
133
+67
546
$8.05K ﹤0.01%
17
547
$8.02K ﹤0.01%
83
548
$7.97K ﹤0.01%
130
549
$7.44K ﹤0.01%
53
550
$7.25K ﹤0.01%
66
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