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
576
$14.5K ﹤0.01%
361
577
$14.5K ﹤0.01%
85
578
$14.4K ﹤0.01%
174
579
$14.3K ﹤0.01%
609
580
$14.3K ﹤0.01%
154
+1
581
$14.2K ﹤0.01%
72
582
$14.2K ﹤0.01%
113
-8
583
$14.2K ﹤0.01%
563
-1,127
584
$13.9K ﹤0.01%
284
585
$13.8K ﹤0.01%
481
+11
586
$13.7K ﹤0.01%
52
+20
587
$13.7K ﹤0.01%
116
588
$13.7K ﹤0.01%
219
+204
589
$13.5K ﹤0.01%
166
+1
590
$13.3K ﹤0.01%
73
591
$13K ﹤0.01%
227
592
$13K ﹤0.01%
101
-17
593
$12.9K ﹤0.01%
101
+2
594
$12.7K ﹤0.01%
142
595
$12.7K ﹤0.01%
293
+10
596
$12.6K ﹤0.01%
304
+7
597
$12.6K ﹤0.01%
117
598
$12.6K ﹤0.01%
112
599
$12.5K ﹤0.01%
32
600
$12.5K ﹤0.01%
391
+83
22 23
24
25 26