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
551
$2.56K ﹤0.01%
135
552
$2.46K ﹤0.01%
82
+14
553
$2.45K ﹤0.01%
30
554
$2.44K ﹤0.01%
45
555
$2.43K ﹤0.01%
49
556
$2.39K ﹤0.01%
25
-15,262
557
$2.38K ﹤0.01%
+63
558
$2.35K ﹤0.01%
50
559
$2.31K ﹤0.01%
50
560
$2.25K ﹤0.01%
200
561
$2.18K ﹤0.01%
10
562
$2.15K ﹤0.01%
430
563
$2.13K ﹤0.01%
30
564
$2.13K ﹤0.01%
233
565
$2.09K ﹤0.01%
24
566
$2.06K ﹤0.01%
+39
567
$2.02K ﹤0.01%
70
568
$1.9K ﹤0.01%
22
569
$1.88K ﹤0.01%
50
570
$1.87K ﹤0.01%
200
571
$1.85K ﹤0.01%
+100
572
$1.79K ﹤0.01%
109
573
$1.71K ﹤0.01%
28
-231
574
$1.66K ﹤0.01%
50
575
$1.62K ﹤0.01%
184
21 22
23
24 25