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
$149M
AUM Growth
-$40.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
684
New
Increased
Reduced
Closed

Top Buys

1
+$7.92M
2
+$1.49M
3
+$929K
4
UJAN icon
Innovator US Equity Ultra Buffer ETF January
UJAN
+$899K
5
LMT icon
Lockheed Martin
LMT
+$801K

Top Sells

1
+$7.39M
2
+$4.7M
3
+$2.03M
4
HD icon
Home Depot
HD
+$1.58M
5
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$1.56M

Sector Composition

1 Healthcare 9.88%
2 Technology 8.98%
3 Financials 6.12%
4 Communication Services 4.67%
5 Industrials 4.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$467K 0.31%
19,670
+1,640
77
$466K 0.31%
11,075
+623
78
$446K 0.3%
6,323
+91
79
$434K 0.29%
3,909
+1,400
80
$428K 0.29%
3,706
-94
81
$426K 0.29%
5,271
+560
82
$425K 0.29%
+11,400
83
$421K 0.28%
+2,880
84
$419K 0.28%
12,151
+772
85
$413K 0.28%
10,016
86
$412K 0.28%
2,784
-800
87
$411K 0.28%
12,900
+3,900
88
$405K 0.27%
2,435
+150
89
$403K 0.27%
14,572
-18,885
90
$401K 0.27%
1,840
91
$400K 0.27%
12,276
-3,237
92
$390K 0.26%
2,700
+200
93
$387K 0.26%
+5,560
94
$384K 0.26%
1,624
+140
95
$377K 0.25%
8,303
96
$377K 0.25%
5,334
-299
97
$373K 0.25%
5,160
+50
98
$369K 0.25%
1,300
99
$366K 0.25%
25,604
+971
100
$366K 0.25%
7,800
2 3
4
5 6