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
51
$1.04M 0.43%
4,290
-701
52
$1.03M 0.42%
11,922
+5,914
53
$1.01M 0.42%
10,273
+519
54
$1M 0.41%
43,810
+107
55
$976K 0.4%
3,821
+384
56
$968K 0.4%
11,000
+3,100
57
$956K 0.39%
7,057
+51
58
$954K 0.39%
8,814
59
$953K 0.39%
2,615
+112
60
$941K 0.39%
3,405
-1,708
61
$900K 0.37%
11,860
+3,848
62
$897K 0.37%
53,587
+6,000
63
$826K 0.34%
5,943
+553
64
$825K 0.34%
6,985
-560
65
$823K 0.34%
7,530
-200
66
$815K 0.34%
12,500
67
$810K 0.33%
2,460
68
$800K 0.33%
7,014
+135
69
$792K 0.33%
27,332
-92
70
$772K 0.32%
9,391
+1,572
71
$767K 0.32%
28,520
+28,272
72
$764K 0.32%
37,000
73
$722K 0.3%
4,250
74
$717K 0.3%
7,550
-500
75
$714K 0.29%
3,850
1 2
3
4 5