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
551
$7.15K ﹤0.01%
368
552
$7.06K ﹤0.01%
103
553
$7.01K ﹤0.01%
287
554
$6.97K ﹤0.01%
+79
555
$6.9K ﹤0.01%
88
556
$6.86K ﹤0.01%
114
557
$6.8K ﹤0.01%
345
-1,129
558
$6.79K ﹤0.01%
106
559
$6.75K ﹤0.01%
60
+35
560
$6.6K ﹤0.01%
915
561
$6.59K ﹤0.01%
275
562
$6.56K ﹤0.01%
100
563
$6.54K ﹤0.01%
36
564
$6.53K ﹤0.01%
60
565
$6.5K ﹤0.01%
200
566
$6.5K ﹤0.01%
285
567
$6.33K ﹤0.01%
107
+54
568
$6.32K ﹤0.01%
+100
569
$6.31K ﹤0.01%
167
570
$6.2K ﹤0.01%
57
571
$6.18K ﹤0.01%
79
572
$6.16K ﹤0.01%
287
573
$6.15K ﹤0.01%
115
574
$6.13K ﹤0.01%
57
575
$6.13K ﹤0.01%
10
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21 22
23
24 25