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
$333M
AUM Growth
+$22.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,148
New
Increased
Reduced
Closed

Top Buys

1
+$10.3M
2
+$1.41M
3
+$870K
4
JEPI icon
JPMorgan Equity Premium Income ETF
JEPI
+$839K
5
GFEB icon
FT Vest US Equity Moderate Buffer ETF February
GFEB
+$786K

Top Sells

1
+$7.77M
2
+$2.26M
3
+$959K
4
TXN icon
Texas Instruments
TXN
+$789K
5
AAPL icon
Apple
AAPL
+$622K

Sector Composition

1 Technology 7.98%
2 Healthcare 7.29%
3 Industrials 4.67%
4 Financials 4.46%
5 Communication Services 3.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
526
$19.3K 0.01%
114
+18
527
$19K 0.01%
115
-25
528
$18.8K 0.01%
495
529
$18.8K 0.01%
88
530
$18.7K 0.01%
121
531
$18.7K 0.01%
450
532
$18.7K 0.01%
142
533
$18.6K 0.01%
304
534
$18.5K 0.01%
227
535
$18.5K 0.01%
172
536
$18.3K 0.01%
192
537
$18.3K 0.01%
744
+460
538
$18.3K 0.01%
+2,500
539
$18.2K 0.01%
335
+300
540
$18.2K 0.01%
300
-160
541
$18.2K 0.01%
28
542
$17.8K 0.01%
244
543
$17.7K 0.01%
83
544
$17.6K 0.01%
129
-50
545
$17.5K 0.01%
599
+7
546
$17.4K 0.01%
88
+5
547
$17.1K 0.01%
261
548
$16.9K 0.01%
654
549
$16.8K 0.01%
1,095
550
$16.7K 0.01%
+750
20 21
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