AIC
Archer Investment Corporation Portfolio holdings
AUM
$419M
1-Year Return
14.14%
This Quarter Return
+11.34%
1 Year Return
+14.14%
3 Year Return
+51.46%
5 Year Return
+90.19%
10 Year Return
–
AUM
$211M
AUM Growth
+$18.2M
(+9.4%)
Cap. Flow
+$668K
Cap. Flow
% of AUM
0.32%
Top 10 Holdings %
Top 10 Hldgs %
31.63%
Holding
782
New
127
Increased
96
Reduced
113
Closed
80
Top Buys
| 1 |
Innovator US Equity Ultra Buffer ETF September
USEP
|
+$5.87M |
| 2 |
Invesco QQQ Trust
QQQ
|
+$1.78M |
| 3 |
Vanguard Dividend Appreciation ETF
VIG
|
+$1M |
| 4 |
iShares Russell 2000 ETF
IWM
|
+$987K |
| 5 |
First Trust Capital Strength ETF
FTCS
|
+$811K |
Top Sells
| 1 |
JPMorgan Ultra-Short Income ETF
JPST
|
+$9.23M |
| 2 |
Innovator US Equity Ultra Buffer ETF March
UMAR
|
+$5.24M |
| 3 |
Innovator US Equity Ultra Buffer ETF February
UFEB
|
+$1.43M |
| 4 |
Intel
INTC
|
+$1.12M |
| 5 |
iShares Floating Rate Bond ETF
FLOT
|
+$1.04M |
Sector Composition
| 1 | Technology | 9.67% |
| 2 | Healthcare | 9.37% |
| 3 | Financials | 6.08% |
| 4 | Industrials | 5.12% |
| 5 | Consumer Discretionary | 4.88% |