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
$333M
AUM Growth
+$22.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,148
New
Increased
Reduced
Closed

Top Buys

1
+$10.3M
2
+$1.41M
3
+$870K
4
JEPI icon
JPMorgan Equity Premium Income ETF
JEPI
+$839K
5
GFEB icon
FT Vest US Equity Moderate Buffer ETF February
GFEB
+$786K

Top Sells

1
+$7.77M
2
+$2.26M
3
+$959K
4
TXN icon
Texas Instruments
TXN
+$789K
5
AAPL icon
Apple
AAPL
+$622K

Sector Composition

1 Technology 7.98%
2 Healthcare 7.29%
3 Industrials 4.67%
4 Financials 4.46%
5 Communication Services 3.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$933K 0.28%
11,688
+575
77
$898K 0.27%
6,109
-200
78
$896K 0.27%
21,357
-3,389
79
$872K 0.26%
17,730
+2,176
80
$863K 0.26%
3,952
81
$856K 0.26%
9,817
-100
82
$836K 0.25%
1,690
-903
83
$831K 0.25%
29,494
+556
84
$802K 0.24%
10,000
85
$801K 0.24%
4,439
-526
86
$798K 0.24%
15,912
+3,004
87
$791K 0.24%
25,674
+23,364
88
$786K 0.24%
+22,825
89
$783K 0.24%
4,804
-63
90
$775K 0.23%
2,253
-17
91
$768K 0.23%
1,321
-4
92
$766K 0.23%
6,932
-190
93
$763K 0.23%
7,850
94
$759K 0.23%
3,977
+50
95
$739K 0.22%
2,200
96
$726K 0.22%
2,028
97
$722K 0.22%
9,200
98
$705K 0.21%
8,788
+1
99
$694K 0.21%
1,200
100
$665K 0.2%
31,600
2 3
4
5 6