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
601
$4.89K ﹤0.01%
180
602
$4.82K ﹤0.01%
73
603
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63
604
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+100
605
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50
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+16
607
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100
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$4.16K ﹤0.01%
100
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125
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$4.1K ﹤0.01%
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$4.07K ﹤0.01%
430
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$3.96K ﹤0.01%
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619
$3.9K ﹤0.01%
100
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$3.79K ﹤0.01%
517
621
$3.76K ﹤0.01%
30
622
$3.62K ﹤0.01%
56
-900
623
$3.6K ﹤0.01%
50
624
$3.55K ﹤0.01%
127
625
$3.48K ﹤0.01%
65
+51