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
801
$5.16K ﹤0.01%
14
+7
802
$5.12K ﹤0.01%
125
803
$5.1K ﹤0.01%
68
+53
804
$5.08K ﹤0.01%
248
805
$5.05K ﹤0.01%
25
-5
806
$5.03K ﹤0.01%
36
807
$4.99K ﹤0.01%
+22
808
$4.97K ﹤0.01%
91
809
$4.97K ﹤0.01%
96
810
$4.95K ﹤0.01%
70
811
$4.92K ﹤0.01%
80
812
$4.92K ﹤0.01%
184
813
$4.9K ﹤0.01%
40
814
$4.87K ﹤0.01%
92
+1
815
$4.77K ﹤0.01%
44
816
$4.76K ﹤0.01%
+27
817
$4.7K ﹤0.01%
+21
818
$4.64K ﹤0.01%
59
819
$4.63K ﹤0.01%
350
820
$4.59K ﹤0.01%
1,429
821
$4.57K ﹤0.01%
270
822
$4.5K ﹤0.01%
124
823
$4.49K ﹤0.01%
143
824
$4.47K ﹤0.01%
140
825
$4.45K ﹤0.01%
85
+1
31 32
33
34 35