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
551
$16.5K 0.01%
+274
552
$16.5K 0.01%
712
+288
553
$16.5K 0.01%
101
554
$16.5K ﹤0.01%
281
+49
555
$16.4K ﹤0.01%
500
556
$16.4K ﹤0.01%
58
557
$16.3K ﹤0.01%
621
558
$16.2K ﹤0.01%
318
559
$16.1K ﹤0.01%
171
+5
560
$15.8K ﹤0.01%
1,000
561
$15.7K ﹤0.01%
500
562
$15.5K ﹤0.01%
150
563
$15.3K ﹤0.01%
150
564
$15.2K ﹤0.01%
600
565
$15.1K ﹤0.01%
772
+508
566
$15K ﹤0.01%
36
567
$15K ﹤0.01%
278
-694
568
$15K ﹤0.01%
247
569
$15K ﹤0.01%
220
570
$15K ﹤0.01%
180
571
$14.9K ﹤0.01%
452
-1,085
572
$14.7K ﹤0.01%
1,688
-1,017
573
$14.7K ﹤0.01%
24
574
$14.7K ﹤0.01%
133
-1,414
575
$14.6K ﹤0.01%
970
-100
21 22
23
24 25