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
726
$5.97K ﹤0.01%
248
727
$5.93K ﹤0.01%
155
728
$5.93K ﹤0.01%
531
729
$5.87K ﹤0.01%
59
730
$5.81K ﹤0.01%
98
731
$5.79K ﹤0.01%
44
732
$5.7K ﹤0.01%
74
+8
733
$5.69K ﹤0.01%
350
734
$5.62K ﹤0.01%
153
+127
735
$5.6K ﹤0.01%
176
736
$5.58K ﹤0.01%
400
737
$5.57K ﹤0.01%
200
738
$5.56K ﹤0.01%
126
739
$5.38K ﹤0.01%
350
740
$5.38K ﹤0.01%
273
-3,000
741
$5.33K ﹤0.01%
190
-380
742
$5.33K ﹤0.01%
33
743
$5.32K ﹤0.01%
31
-4,599
744
$5.25K ﹤0.01%
16
-3
745
$5.22K ﹤0.01%
72
746
$5.22K ﹤0.01%
235
747
$5.19K ﹤0.01%
90
748
$5.17K ﹤0.01%
130
-200
749
$5.09K ﹤0.01%
93
+18
750
$5.04K ﹤0.01%
158
28 29
30
31 32