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
826
$4.43K ﹤0.01%
500
827
$4.42K ﹤0.01%
297
828
$4.4K ﹤0.01%
+12
829
$4.37K ﹤0.01%
314
830
$4.36K ﹤0.01%
76
831
$4.29K ﹤0.01%
44
832
$4.22K ﹤0.01%
275
833
$4.21K ﹤0.01%
434
+6
834
$4.2K ﹤0.01%
62
835
$4.15K ﹤0.01%
41
836
$4.1K ﹤0.01%
700
837
$4.09K ﹤0.01%
+51
838
$4.08K ﹤0.01%
68
839
$4.06K ﹤0.01%
68
840
$4.03K ﹤0.01%
36
-810
841
$4.02K ﹤0.01%
34
842
$4.02K ﹤0.01%
16
-34
843
$4.01K ﹤0.01%
45
844
$3.9K ﹤0.01%
16
845
$3.89K ﹤0.01%
141
846
$3.89K ﹤0.01%
200
847
$3.8K ﹤0.01%
142
848
$3.77K ﹤0.01%
110
-600
849
$3.74K ﹤0.01%
2
850
$3.71K ﹤0.01%
44
32 33
34
35 36