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
576
$6.11K ﹤0.01%
230
577
$6.07K ﹤0.01%
568
+368
578
$6.06K ﹤0.01%
332
579
$6.01K ﹤0.01%
34
+24
580
$5.98K ﹤0.01%
76
581
$5.97K ﹤0.01%
445
582
$5.94K ﹤0.01%
4
583
$5.91K ﹤0.01%
50
584
$5.91K ﹤0.01%
148
585
$5.86K ﹤0.01%
38
586
$5.78K ﹤0.01%
157
587
$5.75K ﹤0.01%
83
588
$5.71K ﹤0.01%
310
589
$5.7K ﹤0.01%
100
590
$5.68K ﹤0.01%
600
+100
591
$5.54K ﹤0.01%
72
592
$5.53K ﹤0.01%
52
593
$5.36K ﹤0.01%
65
594
$5.23K ﹤0.01%
140
595
$5.23K ﹤0.01%
60
596
$5.18K ﹤0.01%
16
597
$5.08K ﹤0.01%
100
598
$5.02K ﹤0.01%
100
599
$4.97K ﹤0.01%
299
600
$4.96K ﹤0.01%
100