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
$386M
AUM Growth
+$11M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,236
New
Increased
Reduced
Closed

Top Buys

1
+$2.79M
2
+$1.84M
3
+$1.21M
4
ZMAR
Innovator Equity Defined Protection ETF - 1 Yr March
ZMAR
+$932K
5
JEPI icon
JPMorgan Equity Premium Income ETF
JEPI
+$816K

Top Sells

1
+$1.02M
2
+$519K
3
+$457K
4
V icon
Visa
V
+$436K
5
GNOV icon
FT Vest US Equity Moderate Buffer ETF November
GNOV
+$410K

Sector Composition

1 Technology 6.91%
2 Healthcare 5.79%
3 Financials 4.79%
4 Industrials 4.36%
5 Consumer Staples 3.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.62M 0.42%
10,820
+1
52
$1.62M 0.42%
46,865
+16,577
53
$1.61M 0.42%
14,699
54
$1.59M 0.41%
1,202
55
$1.53M 0.4%
15,479
-275
56
$1.5M 0.39%
24,671
57
$1.5M 0.39%
2,866
+89
58
$1.48M 0.38%
51,863
-200
59
$1.47M 0.38%
54,957
-4,136
60
$1.34M 0.35%
5,285
61
$1.34M 0.35%
21,573
+637
62
$1.34M 0.35%
22,045
+1,984
63
$1.33M 0.35%
56,367
+12,306
64
$1.32M 0.34%
3,756
-1,245
65
$1.31M 0.34%
5,270
+4
66
$1.25M 0.32%
16,997
+289
67
$1.23M 0.32%
122,623
+64,353
68
$1.18M 0.31%
1,250
-40
69
$1.18M 0.31%
2,112
-36
70
$1.14M 0.29%
9,386
+1
71
$1.13M 0.29%
8,741
-15
72
$1.1M 0.28%
4,645
+13
73
$1.09M 0.28%
5,162
74
$1.08M 0.28%
13,826
+69
75
$1.06M 0.27%
5,200
+1,200
1 2
3
4 5