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
851
$3.66K ﹤0.01%
135
852
$3.58K ﹤0.01%
170
853
$3.52K ﹤0.01%
27
854
$3.52K ﹤0.01%
50
855
$3.5K ﹤0.01%
86
-73
856
$3.49K ﹤0.01%
21
-8
857
$3.47K ﹤0.01%
154
+1
858
$3.45K ﹤0.01%
100
859
$3.42K ﹤0.01%
80
860
$3.4K ﹤0.01%
+60
861
$3.37K ﹤0.01%
34
862
$3.33K ﹤0.01%
77
863
$3.31K ﹤0.01%
+80
864
$3.31K ﹤0.01%
111
865
$3.28K ﹤0.01%
100
866
$3.25K ﹤0.01%
120
867
$3.23K ﹤0.01%
200
868
$3.23K ﹤0.01%
41
869
$3.21K ﹤0.01%
84
870
$3.16K ﹤0.01%
+25
871
$3.15K ﹤0.01%
1,152
-1,116
872
$3.12K ﹤0.01%
67
873
$3.09K ﹤0.01%
40
874
$3.09K ﹤0.01%
200
875
$3.08K ﹤0.01%
27
33 34
35
36 37