AIC
Archer Investment Corporation Portfolio holdings
AUM
$419M
1-Year Return
14.14%
This Quarter Return
-3.05%
1 Year Return
+14.14%
3 Year Return
+51.46%
5 Year Return
+90.19%
10 Year Return
–
AUM
$282M
AUM Growth
-$12.4M
(-4.2%)
Cap. Flow
+$2.58M
Cap. Flow
% of AUM
0.92%
Top 10 Holdings %
Top 10 Hldgs %
30.23%
Holding
889
New
89
Increased
140
Reduced
117
Closed
69
Top Buys
| 1 |
Innovator US Equity Ultra Buffer ETF January
UJAN
|
+$2.36M |
| 2 |
LPL Financial
LPLA
|
+$623K |
| 3 |
Advanced Micro Devices
AMD
|
+$521K |
| 4 |
NRG Energy
NRG
|
+$505K |
| 5 |
WBA
Walgreens Boots Alliance
WBA
|
+$501K |
Top Sells
| 1 |
JPMorgan Ultra-Short Income ETF
JPST
|
+$906K |
| 2 |
Berkshire Hathaway Class B
BRK.B
|
+$741K |
| 3 |
Innovator US Equity Ultra Buffer ETF September
USEP
|
+$714K |
| 4 |
XLNX
Xilinx Inc
XLNX
|
+$594K |
| 5 |
Eaton
ETN
|
+$555K |
Sector Composition
| 1 | Technology | 8.85% |
| 2 | Healthcare | 8.49% |
| 3 | Financials | 4.96% |
| 4 | Industrials | 4.84% |
| 5 | Real Estate | 4.17% |
