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
901
$1.48K ﹤0.01%
200
902
$1.46K ﹤0.01%
75
-1,000
903
$1.45K ﹤0.01%
27
904
$1.43K ﹤0.01%
50
905
$1.42K ﹤0.01%
49
906
$1.42K ﹤0.01%
43
907
$1.42K ﹤0.01%
30
+10
908
$1.39K ﹤0.01%
22
909
$1.39K ﹤0.01%
562
-6,170
910
$1.38K ﹤0.01%
121
+4
911
$1.35K ﹤0.01%
2
912
$1.27K ﹤0.01%
37
913
$1.26K ﹤0.01%
81
914
$1.23K ﹤0.01%
100
915
$1.22K ﹤0.01%
36
916
$1.22K ﹤0.01%
13
917
$1.17K ﹤0.01%
8
918
$1.16K ﹤0.01%
134
919
$1.15K ﹤0.01%
8
920
$1.12K ﹤0.01%
5
921
$1.12K ﹤0.01%
2
922
$1.11K ﹤0.01%
74
923
$1.07K ﹤0.01%
59
924
$1.07K ﹤0.01%
+9
925
$1.04K ﹤0.01%
12
35 36
37
38 39