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
576
$1K ﹤0.01%
2,805
577
$1K ﹤0.01%
+50
578
$1K ﹤0.01%
23
579
$1K ﹤0.01%
73
580
$1K ﹤0.01%
7
581
$1K ﹤0.01%
184
582
$1K ﹤0.01%
40
583
$0 ﹤0.01%
3
584
$0 ﹤0.01%
9
585
– –
-50
586
– –
-82
587
– –
-106
588
– –
-32
589
– –
-2,000
590
$0 ﹤0.01%
8
591
$0 ﹤0.01%
90
592
$0 ﹤0.01%
70
-100
593
$0 ﹤0.01%
40
594
– –
-750
595
$0 ﹤0.01%
32
+3
596
– –
-146
597
– –
-5,000
598
– –
-80
599
– –
-7,257
600
– –
-16,000
22 23
24
25 26