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
976
$1.11K ﹤0.01%
10
-730
977
$1.1K ﹤0.01%
107
+3
978
$1.09K ﹤0.01%
41
979
$1.07K ﹤0.01%
21
980
$1.06K ﹤0.01%
54
-118
981
$1.06K ﹤0.01%
53
+1
982
$1.04K ﹤0.01%
54
983
$1.02K ﹤0.01%
125
984
$1.02K ﹤0.01%
25
985
$1.02K ﹤0.01%
21
986
$1.01K ﹤0.01%
13
987
$1.01K ﹤0.01%
101
+1
988
$997 ﹤0.01%
61
989
$995 ﹤0.01%
+15
990
$968 ﹤0.01%
450
991
$964 ﹤0.01%
12
992
$962 ﹤0.01%
59
993
$929 ﹤0.01%
3
-114
994
$922 ﹤0.01%
20
-253
995
$916 ﹤0.01%
13
996
$914 ﹤0.01%
50
997
$908 ﹤0.01%
111
+4
998
$906 ﹤0.01%
16
999
$905 ﹤0.01%
37
1000
$896 ﹤0.01%
15
38 39
40
41 42