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
$386M
AUM Growth
+$11M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,236
New
Increased
Reduced
Closed

Top Buys

1
+$2.79M
2
+$1.84M
3
+$1.21M
4
ZMAR
Innovator Equity Defined Protection ETF - 1 Yr March
ZMAR
+$932K
5
JEPI icon
JPMorgan Equity Premium Income ETF
JEPI
+$816K

Top Sells

1
+$1.02M
2
+$519K
3
+$457K
4
V icon
Visa
V
+$436K
5
GNOV icon
FT Vest US Equity Moderate Buffer ETF November
GNOV
+$410K

Sector Composition

1 Technology 6.91%
2 Healthcare 5.79%
3 Financials 4.79%
4 Industrials 4.36%
5 Consumer Staples 3.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
526
$27.8K 0.01%
468
527
$27.6K 0.01%
550
528
$27.6K 0.01%
500
529
$27.4K 0.01%
625
530
$27.3K 0.01%
588
531
$27.3K 0.01%
102
532
$27.2K 0.01%
718
533
$27.1K 0.01%
263
534
$26.1K 0.01%
171
535
$26K 0.01%
220
+2
536
$25.9K 0.01%
355
-9
537
$25.8K 0.01%
290
538
$25.8K 0.01%
168
539
$25.7K 0.01%
259
+1
540
$25.6K 0.01%
1,105
+2
541
$25.1K 0.01%
970
542
$24.9K 0.01%
12,200
-200
543
$24.5K 0.01%
356
544
$24.4K 0.01%
342
545
$24.4K 0.01%
316
546
$24.2K 0.01%
949
-47
547
$24K 0.01%
139
548
$23.8K 0.01%
321
549
$23.8K 0.01%
87
+33
550
$23.7K 0.01%
179
-4
20 21
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