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
$149M
AUM Growth
-$40.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
684
New
Increased
Reduced
Closed

Top Buys

1
+$7.92M
2
+$1.49M
3
+$929K
4
UJAN icon
Innovator US Equity Ultra Buffer ETF January
UJAN
+$899K
5
LMT icon
Lockheed Martin
LMT
+$801K

Top Sells

1
+$7.39M
2
+$4.7M
3
+$2.03M
4
HD icon
Home Depot
HD
+$1.58M
5
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$1.56M

Sector Composition

1 Healthcare 9.88%
2 Technology 8.98%
3 Financials 6.12%
4 Communication Services 4.67%
5 Industrials 4.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$610K 0.41%
7,433
52
$593K 0.4%
+5,459
53
$581K 0.39%
3,749
-1,251
54
$580K 0.39%
7,344
-150
55
$578K 0.39%
3,161
+185
56
$576K 0.39%
3,023
+100
57
$571K 0.38%
6,390
-100
58
$570K 0.38%
17,990
+12,261
59
$569K 0.38%
3,450
+300
60
$568K 0.38%
9,575
+140
61
$565K 0.38%
+5,000
62
$560K 0.38%
5,200
63
$551K 0.37%
12,998
+498
64
$546K 0.37%
5,704
+604
65
$525K 0.35%
4,842
+415
66
$523K 0.35%
11,813
+1,530
67
$521K 0.35%
3,150
+30
68
$520K 0.35%
9,560
-4,500
69
$513K 0.34%
5,685
+300
70
$511K 0.34%
23,800
+3,800
71
$502K 0.34%
7,630
+320
72
$489K 0.33%
1,893
+3
73
$487K 0.33%
8,200
74
$472K 0.32%
3,400
+600
75
$468K 0.31%
4,891
-50
1 2
3
4 5