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
901
$2.65K ﹤0.01%
+100
902
$2.65K ﹤0.01%
277
+5
903
$2.63K ﹤0.01%
62
904
$2.63K ﹤0.01%
46
905
$2.56K ﹤0.01%
56
906
$2.54K ﹤0.01%
16
907
$2.54K ﹤0.01%
10
908
$2.52K ﹤0.01%
75
909
$2.51K ﹤0.01%
118
+3
910
$2.51K ﹤0.01%
32
911
$2.51K ﹤0.01%
61
912
$2.48K ﹤0.01%
67
913
$2.4K ﹤0.01%
2,000
914
$2.39K ﹤0.01%
40
915
$2.39K ﹤0.01%
627
916
$2.38K ﹤0.01%
400
917
$2.37K ﹤0.01%
26
-6
918
$2.3K ﹤0.01%
31
+1
919
$2.27K ﹤0.01%
500
920
$2.26K ﹤0.01%
38
921
$2.25K ﹤0.01%
30
922
$2.24K ﹤0.01%
21
-41
923
$2.23K ﹤0.01%
28
924
$2.18K ﹤0.01%
12
-1
925
$2.1K ﹤0.01%
5
35 36
37
38 39