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
$386M
AUM Growth
+$11M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,236
New
Increased
Reduced
Closed

Top Buys

1
+$2.79M
2
+$1.84M
3
+$1.21M
4
ZMAR
Innovator Equity Defined Protection ETF - 1 Yr March
ZMAR
+$932K
5
JEPI icon
JPMorgan Equity Premium Income ETF
JEPI
+$816K

Top Sells

1
+$1.02M
2
+$519K
3
+$457K
4
V icon
Visa
V
+$436K
5
GNOV icon
FT Vest US Equity Moderate Buffer ETF November
GNOV
+$410K

Sector Composition

1 Technology 6.91%
2 Healthcare 5.79%
3 Financials 4.79%
4 Industrials 4.36%
5 Consumer Staples 3.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
601
$16.8K ﹤0.01%
61
602
$16.7K ﹤0.01%
33
603
$16.6K ﹤0.01%
+300
604
$16.1K ﹤0.01%
251
605
$16.1K ﹤0.01%
2,011
606
$16K ﹤0.01%
1,000
607
$15.9K ﹤0.01%
121
608
$15.9K ﹤0.01%
+540
609
$15.6K ﹤0.01%
82
+27
610
$15.3K ﹤0.01%
112
611
$15.2K ﹤0.01%
59
612
$15.1K ﹤0.01%
148
613
$15K ﹤0.01%
160
-75
614
$14.9K ﹤0.01%
600
615
$14.8K ﹤0.01%
170
616
$14.8K ﹤0.01%
400
-100
617
$14.7K ﹤0.01%
639
618
$14.3K ﹤0.01%
998
619
$14.3K ﹤0.01%
150
620
$14.3K ﹤0.01%
609
621
$14.2K ﹤0.01%
500
622
$14.2K ﹤0.01%
118
623
$14.1K ﹤0.01%
465
624
$14K ﹤0.01%
73
625
$13.9K ﹤0.01%
45
-4
23 24
25
26 27