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
626
$10.7K ﹤0.01%
680
627
$10.6K ﹤0.01%
112
-137
628
$10.6K ﹤0.01%
400
629
$10.4K ﹤0.01%
220
+2
630
$10.4K ﹤0.01%
349
631
$10.4K ﹤0.01%
63
-85
632
$10.3K ﹤0.01%
408
633
$10.3K ﹤0.01%
394
+102
634
$10.2K ﹤0.01%
35
635
$10K ﹤0.01%
400
636
$10K ﹤0.01%
+431
637
$10K ﹤0.01%
248
638
$9.96K ﹤0.01%
136
639
$9.95K ﹤0.01%
124
640
$9.95K ﹤0.01%
150
641
$9.94K ﹤0.01%
28
-10
642
$9.84K ﹤0.01%
156
643
$9.83K ﹤0.01%
118
644
$9.82K ﹤0.01%
114
645
$9.8K ﹤0.01%
64
646
$9.71K ﹤0.01%
313
-482
647
$9.52K ﹤0.01%
516
-31,997
648
$9.43K ﹤0.01%
326
-502
649
$9.4K ﹤0.01%
250
650
$9.37K ﹤0.01%
259
24 25
26
27 28