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
701
$719 ﹤0.01%
+20
702
$717 ﹤0.01%
8
703
$695 ﹤0.01%
+42
704
$656 ﹤0.01%
30
705
$609 ﹤0.01%
38
-2
706
$554 ﹤0.01%
12
707
$521 ﹤0.01%
38
708
$508 ﹤0.01%
16
709
$504 ﹤0.01%
8
710
$456 ﹤0.01%
122
711
– –
0
712
$392 ﹤0.01%
10
+1
713
$380 ﹤0.01%
+10
714
$350 ﹤0.01%
40
715
– –
0
716
$271 ﹤0.01%
+6
717
$241 ﹤0.01%
9
718
$223 ﹤0.01%
8
719
$190 ﹤0.01%
8
720
$182 ﹤0.01%
18
-50
721
$178 ﹤0.01%
50
722
$175 ﹤0.01%
20
723
$147 ﹤0.01%
11
724
$133 ﹤0.01%
3
725
$128 ﹤0.01%
16
27 28
29
30 31