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
926
$2.09K ﹤0.01%
144
927
$2.04K ﹤0.01%
+2,590
928
$2.04K ﹤0.01%
41
929
$2.03K ﹤0.01%
18
930
$2.02K ﹤0.01%
50
931
$2.01K ﹤0.01%
17
932
$2K ﹤0.01%
66
933
$1.96K ﹤0.01%
160
934
$1.95K ﹤0.01%
210
+3
935
$1.94K ﹤0.01%
30
936
$1.93K ﹤0.01%
11
937
$1.92K ﹤0.01%
44
-3
938
$1.9K ﹤0.01%
100
-27
939
$1.87K ﹤0.01%
30
+1
940
$1.84K ﹤0.01%
27
941
$1.81K ﹤0.01%
100
-300
942
$1.81K ﹤0.01%
162
943
$1.81K ﹤0.01%
37
944
$1.79K ﹤0.01%
105
945
$1.78K ﹤0.01%
+7
946
$1.77K ﹤0.01%
23
947
$1.72K ﹤0.01%
120
+8
948
$1.72K ﹤0.01%
+4
949
$1.71K ﹤0.01%
10
950
$1.71K ﹤0.01%
40
36 37
38
39 40