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
776
$6K ﹤0.01%
400
777
$5.96K ﹤0.01%
270
778
$5.93K ﹤0.01%
404
+1
779
$5.92K ﹤0.01%
108
780
$5.73K ﹤0.01%
724
781
$5.68K ﹤0.01%
33
-22
782
$5.67K ﹤0.01%
158
783
$5.65K ﹤0.01%
98
784
$5.64K ﹤0.01%
28
785
$5.63K ﹤0.01%
31
786
$5.57K ﹤0.01%
541
787
$5.5K ﹤0.01%
50
788
$5.49K ﹤0.01%
123
789
$5.45K ﹤0.01%
300
790
$5.43K ﹤0.01%
+235
791
$5.39K ﹤0.01%
272
792
$5.39K ﹤0.01%
36
793
$5.38K ﹤0.01%
32
794
$5.37K ﹤0.01%
95
795
$5.34K ﹤0.01%
31
796
$5.29K ﹤0.01%
20
797
$5.27K ﹤0.01%
97
798
$5.25K ﹤0.01%
90
799
$5.19K ﹤0.01%
+25
800
$5.19K ﹤0.01%
143
30 31
32
33 34