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
76
$1.04M 0.27%
7,764
+3
77
$1.04M 0.27%
4,452
78
$1.03M 0.27%
3,307
-805
79
$999K 0.26%
22,021
+4
80
$995K 0.26%
5,838
-3,045
81
$984K 0.26%
21,030
+317
82
$977K 0.25%
11,688
83
$977K 0.25%
13,644
+4,151
84
$964K 0.25%
21,310
+4,798
85
$932K 0.24%
+36,165
86
$919K 0.24%
10,231
+104
87
$913K 0.24%
8,252
+1
88
$907K 0.24%
6,109
89
$893K 0.23%
3,665
-199
90
$845K 0.22%
2,933
+17
91
$841K 0.22%
6,898
-190
92
$828K 0.21%
23,290
+4,624
93
$806K 0.21%
7,190
94
$805K 0.21%
4,719
+45
95
$801K 0.21%
25,700
96
$799K 0.21%
8,050
-685
97
$774K 0.2%
2,078
98
$772K 0.2%
6,990
-965
99
$760K 0.2%
2,306
+1
100
$757K 0.2%
15,503
+75
2 3
4
5 6