AIC

Archer Investment Corporation Portfolio holdings

AUM $419M
1-Year Est. Return 14.14%
This Quarter Est. Return
1 Year Est. Return
+14.14%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$242M
AUM Growth
+$32M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
785
New
Increased
Reduced
Closed

Top Buys

1
+$9.71M
2
+$1.07M
3
+$953K
4
QQQ icon
Invesco QQQ Trust
QQQ
+$769K
5
UFEB icon
Innovator US Equity Ultra Buffer ETF February
UFEB
+$760K

Top Sells

1
+$1.6M
2
+$788K
3
+$675K
4
USEP icon
Innovator US Equity Ultra Buffer ETF September
USEP
+$648K
5
INTU icon
Intuit
INTU
+$542K

Sector Composition

1 Technology 8.47%
2 Healthcare 7.93%
3 Financials 6.09%
4 Industrials 5.56%
5 Consumer Discretionary 4.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$690K 0.28%
24,000
-500
77
$689K 0.28%
2,972
-125
78
$680K 0.28%
7,716
-850
79
$655K 0.27%
+10,236
80
$652K 0.27%
48,880
-4,840
81
$649K 0.27%
4,059
+101
82
$636K 0.26%
3,077
+1,014
83
$622K 0.26%
+19,840
84
$621K 0.26%
21,622
-67
85
$617K 0.25%
2,535
86
$615K 0.25%
2,200
-169
87
$614K 0.25%
6,473
+291
88
$610K 0.25%
2,742
+126
89
$602K 0.25%
19,814
+16,236
90
$596K 0.25%
4,419
+457
91
$595K 0.25%
20,000
92
$593K 0.24%
1,300
-175
93
$591K 0.24%
42,300
+7,127
94
$571K 0.24%
14,761
+953
95
$563K 0.23%
1,820
96
$559K 0.23%
10,613
-600
97
$554K 0.23%
20,294
-2,155
98
$543K 0.22%
3,930
99
$539K 0.22%
5,330
+381
100
$536K 0.22%
4,705
-245
2 3
4
5 6