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
$149M
AUM Growth
-$40.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
684
New
Increased
Reduced
Closed

Top Buys

1
+$7.92M
2
+$1.49M
3
+$929K
4
UJAN icon
Innovator US Equity Ultra Buffer ETF January
UJAN
+$899K
5
LMT icon
Lockheed Martin
LMT
+$801K

Top Sells

1
+$7.39M
2
+$4.7M
3
+$2.03M
4
HD icon
Home Depot
HD
+$1.58M
5
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$1.56M

Sector Composition

1 Healthcare 9.88%
2 Technology 8.98%
3 Financials 6.12%
4 Communication Services 4.67%
5 Industrials 4.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
551
$1K ﹤0.01%
3
552
$1K ﹤0.01%
21
553
$1K ﹤0.01%
52
554
$1K ﹤0.01%
143
-150
555
$1K ﹤0.01%
37
556
$1K ﹤0.01%
+14
557
$1K ﹤0.01%
10
558
$1K ﹤0.01%
24
559
$1K ﹤0.01%
1,000
560
$1K ﹤0.01%
117
561
$1K ﹤0.01%
40
562
$1K ﹤0.01%
12
563
$1K ﹤0.01%
16
564
$1K ﹤0.01%
29
565
$1K ﹤0.01%
100
566
$1K ﹤0.01%
100
567
$1K ﹤0.01%
33
568
$1K ﹤0.01%
75
569
$1K ﹤0.01%
+130
570
$1K ﹤0.01%
160
571
$1K ﹤0.01%
33
572
$1K ﹤0.01%
82
573
$1K ﹤0.01%
10
574
$1K ﹤0.01%
17
575
$1K ﹤0.01%
40
21 22
23
24 25