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
676
$8.03K ﹤0.01%
108
677
$8.01K ﹤0.01%
296
678
$7.94K ﹤0.01%
280
+5
679
$7.8K ﹤0.01%
121
680
$7.69K ﹤0.01%
60
681
$7.64K ﹤0.01%
262
682
$7.6K ﹤0.01%
300
683
$7.58K ﹤0.01%
134
684
$7.53K ﹤0.01%
150
685
$7.46K ﹤0.01%
83
686
$7.42K ﹤0.01%
28
-100
687
$7.4K ﹤0.01%
100
688
$7.35K ﹤0.01%
103
689
$7.31K ﹤0.01%
148
690
$6.95K ﹤0.01%
75
691
$6.94K ﹤0.01%
57
692
$6.93K ﹤0.01%
20
693
$6.91K ﹤0.01%
248
694
$6.83K ﹤0.01%
155
695
$6.78K ﹤0.01%
28
696
$6.78K ﹤0.01%
165
697
$6.77K ﹤0.01%
189
-170
698
$6.72K ﹤0.01%
242
699
$6.69K ﹤0.01%
116
700
$6.69K ﹤0.01%
136
26 27
28
29 30