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
951
$1.63K ﹤0.01%
40
952
$1.58K ﹤0.01%
117
953
$1.56K ﹤0.01%
133
+5
954
$1.49K ﹤0.01%
48
-32,915
955
$1.46K ﹤0.01%
40
956
$1.41K ﹤0.01%
49
957
$1.41K ﹤0.01%
27
+1
958
$1.4K ﹤0.01%
22
959
$1.39K ﹤0.01%
37
960
$1.38K ﹤0.01%
27
+1
961
$1.36K ﹤0.01%
54
+1
962
$1.35K ﹤0.01%
31
963
$1.32K ﹤0.01%
27
964
$1.31K ﹤0.01%
74
965
$1.3K ﹤0.01%
36
966
$1.27K ﹤0.01%
35
967
$1.25K ﹤0.01%
200
968
$1.24K ﹤0.01%
56
+2
969
$1.22K ﹤0.01%
48
970
$1.2K ﹤0.01%
37
971
$1.19K ﹤0.01%
+10
972
$1.19K ﹤0.01%
100
973
$1.17K ﹤0.01%
+32
974
$1.16K ﹤0.01%
55
+1
975
$1.15K ﹤0.01%
8
37 38
39
40 41