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
51
$1.49M 0.45%
45,765
+4,624
52
$1.48M 0.45%
2,819
-24
53
$1.47M 0.44%
25,416
+14,499
54
$1.44M 0.43%
4,967
-199
55
$1.43M 0.43%
5,132
-506
56
$1.37M 0.41%
7,523
-139
57
$1.34M 0.4%
8,246
+211
58
$1.28M 0.39%
14,899
-400
59
$1.24M 0.37%
22,842
+4,080
60
$1.21M 0.36%
16,605
+1,069
61
$1.2M 0.36%
19,910
+1,918
62
$1.13M 0.34%
3,268
-10
63
$1.12M 0.34%
19,091
+1,376
64
$1.06M 0.32%
5,168
+2
65
$1.06M 0.32%
8,757
+427
66
$1.06M 0.32%
1,444
-53
67
$1.05M 0.31%
2,855
-146
68
$1.04M 0.31%
56,963
-5,425
69
$1.04M 0.31%
23,538
-1,984
70
$1.04M 0.31%
13,540
+1,006
71
$1.03M 0.31%
20,575
-2,839
72
$1.01M 0.3%
1,922
-85
73
$1M 0.3%
9,103
+152
74
$994K 0.3%
8,068
75
$958K 0.29%
1,329
-164
1 2
3
4 5