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
626
$13.9K ﹤0.01%
361
627
$13.9K ﹤0.01%
320
628
$13.8K ﹤0.01%
687
629
$13.8K ﹤0.01%
260
630
$13.8K ﹤0.01%
234
-62
631
$13.8K ﹤0.01%
227
632
$13.7K ﹤0.01%
700
-62
633
$13.5K ﹤0.01%
+192
634
$13.4K ﹤0.01%
167
-5
635
$13.1K ﹤0.01%
24
+9
636
$13.1K ﹤0.01%
80
-17
637
$13K ﹤0.01%
230
+3
638
$13K ﹤0.01%
160
639
$12.6K ﹤0.01%
680
640
$12.6K ﹤0.01%
160
641
$12.6K ﹤0.01%
120
-29
642
$12.5K ﹤0.01%
130
643
$12.5K ﹤0.01%
+37
644
$12.5K ﹤0.01%
158
+2
645
$12.4K ﹤0.01%
118
646
$12.4K ﹤0.01%
97
647
$12.4K ﹤0.01%
144
+1
648
$12.4K ﹤0.01%
215
649
$12.3K ﹤0.01%
46
650
$12.2K ﹤0.01%
217
24 25
26
27 28