AIC

Archer Investment Corporation Portfolio holdings

AUM $419M
1-Year Est. Return 14.14%
This Quarter Est. Return
1 Year Est. Return
+14.14%
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
651
$2.51K ﹤0.01%
39
652
$2.46K ﹤0.01%
47
653
$2.45K ﹤0.01%
30
654
$2.38K ﹤0.01%
233
655
$2.35K ﹤0.01%
13
656
$2.35K ﹤0.01%
1,000
657
$2.31K ﹤0.01%
37
658
$2.25K ﹤0.01%
+25
659
$2.2K ﹤0.01%
100
660
$2.19K ﹤0.01%
50
661
$2.16K ﹤0.01%
40
662
$2.14K ﹤0.01%
82
663
$2.08K ﹤0.01%
+49
664
$2.07K ﹤0.01%
+78
665
$2.06K ﹤0.01%
+37
666
$2.05K ﹤0.01%
+72
667
$2.05K ﹤0.01%
135
668
$2.05K ﹤0.01%
24
669
$1.9K ﹤0.01%
22
670
$1.84K ﹤0.01%
33
671
$1.82K ﹤0.01%
+79
672
$1.79K ﹤0.01%
50
673
$1.63K ﹤0.01%
75
674
$1.58K ﹤0.01%
20
675
$1.57K ﹤0.01%
300
25 26
27
28 29