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
801
$3.46K ﹤0.01%
14
802
$3.46K ﹤0.01%
111
803
$3.46K ﹤0.01%
137
804
$3.41K ﹤0.01%
135
805
$3.38K ﹤0.01%
200
-1,000
806
$3.38K ﹤0.01%
40
807
$3.33K ﹤0.01%
200
808
$3.3K ﹤0.01%
152
809
$3.27K ﹤0.01%
62
810
$3.25K ﹤0.01%
13
811
$3.22K ﹤0.01%
67
812
$3.15K ﹤0.01%
+40
813
$3.13K ﹤0.01%
20
814
$3.07K ﹤0.01%
150
815
$3.04K ﹤0.01%
2
816
$3K ﹤0.01%
53
817
$2.95K ﹤0.01%
69
-214
818
$2.91K ﹤0.01%
235
819
$2.86K ﹤0.01%
400
-700
820
$2.85K ﹤0.01%
32
-40
821
$2.81K ﹤0.01%
23
822
$2.79K ﹤0.01%
32
823
$2.76K ﹤0.01%
77
824
$2.76K ﹤0.01%
1,399
825
$2.73K ﹤0.01%
65
-222
31 32
33
34 35