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
626
$3.3K ﹤0.01%
12
627
$3.28K ﹤0.01%
+25
628
$3.25K ﹤0.01%
25
-10
629
$3.2K ﹤0.01%
77
630
$3.15K ﹤0.01%
200
631
$3.1K ﹤0.01%
45
632
$3.1K ﹤0.01%
49
633
$3.08K ﹤0.01%
430
634
$3.05K ﹤0.01%
50
635
$3.02K ﹤0.01%
49
636
$3.01K ﹤0.01%
50
-217
637
$3.01K ﹤0.01%
58
638
$2.91K ﹤0.01%
10
639
$2.89K ﹤0.01%
+22
640
$2.81K ﹤0.01%
100
641
$2.81K ﹤0.01%
+250
642
$2.78K ﹤0.01%
+200
643
$2.78K ﹤0.01%
7
-3
644
$2.77K ﹤0.01%
98
645
$2.76K ﹤0.01%
68
646
$2.75K ﹤0.01%
+28
647
$2.69K ﹤0.01%
109
648
$2.66K ﹤0.01%
30
649
$2.64K ﹤0.01%
+20
650
$2.57K ﹤0.01%
+160
24 25
26
27 28