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
726
$7.73K ﹤0.01%
465
727
$7.72K ﹤0.01%
300
728
$7.63K ﹤0.01%
2
729
$7.62K ﹤0.01%
229
730
$7.57K ﹤0.01%
996
731
$7.56K ﹤0.01%
13
732
$7.52K ﹤0.01%
75
733
$7.37K ﹤0.01%
90
-90
734
$7.34K ﹤0.01%
65
735
$7.34K ﹤0.01%
+382
736
$7.3K ﹤0.01%
83
737
$7.3K ﹤0.01%
638
+2
738
$7.24K ﹤0.01%
285
739
$7.21K ﹤0.01%
165
740
$7.19K ﹤0.01%
79
-35
741
$7.18K ﹤0.01%
134
742
$7.14K ﹤0.01%
27
743
$7.11K ﹤0.01%
113
744
$7.07K ﹤0.01%
130
745
$7.06K ﹤0.01%
102
746
$7K ﹤0.01%
60
747
$6.96K ﹤0.01%
105
+12
748
$6.93K ﹤0.01%
+26
749
$6.89K ﹤0.01%
252
+1
750
$6.88K ﹤0.01%
133
28 29
30
31 32