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
851
$2.4K ﹤0.01%
57
852
$2.39K ﹤0.01%
531
-2
853
$2.35K ﹤0.01%
143
854
$2.32K ﹤0.01%
20
855
$2.31K ﹤0.01%
160
856
$2.31K ﹤0.01%
10
857
$2.31K ﹤0.01%
48
+44
858
$2.31K ﹤0.01%
100
859
$2.3K ﹤0.01%
58
860
$2.28K ﹤0.01%
114
861
$2.27K ﹤0.01%
61
862
$2.26K ﹤0.01%
100
863
$2.23K ﹤0.01%
61
864
$2.22K ﹤0.01%
49
-70
865
$2.21K ﹤0.01%
30
-100
866
$2.18K ﹤0.01%
33
867
$2.18K ﹤0.01%
226
-164
868
$2.13K ﹤0.01%
454
869
$2.1K ﹤0.01%
63
-3,863
870
$2.07K ﹤0.01%
26
871
$2.06K ﹤0.01%
30
872
$2.03K ﹤0.01%
7
873
$2K ﹤0.01%
70
-23
874
$2K ﹤0.01%
110
+2
875
$2K ﹤0.01%
13
33 34
35
36 37