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
676
$1.56K ﹤0.01%
49
677
$1.55K ﹤0.01%
24
678
$1.5K ﹤0.01%
100
679
$1.49K ﹤0.01%
+30
680
$1.47K ﹤0.01%
36
681
$1.45K ﹤0.01%
132
682
$1.44K ﹤0.01%
184
683
$1.42K ﹤0.01%
219
684
$1.4K ﹤0.01%
20
685
$1.28K ﹤0.01%
15
686
$1.26K ﹤0.01%
89
687
$1.18K ﹤0.01%
45
688
$1.16K ﹤0.01%
37
689
$1.14K ﹤0.01%
95
690
$1.03K ﹤0.01%
34
691
$1.01K ﹤0.01%
115
692
$963 ﹤0.01%
16
693
$948 ﹤0.01%
40
694
$946 ﹤0.01%
100
695
$937 ﹤0.01%
21
696
$885 ﹤0.01%
+40
697
$883 ﹤0.01%
19
698
$793 ﹤0.01%
35
699
$793 ﹤0.01%
17
700
$756 ﹤0.01%
+100
26 27
28
29 30