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
1001
$881 ﹤0.01%
94
1002
$872 ﹤0.01%
57
+2
1003
$828 ﹤0.01%
102
-146
1004
$826 ﹤0.01%
10
1005
$802 ﹤0.01%
18
1006
$765 ﹤0.01%
133
1007
$748 ﹤0.01%
+20
1008
$745 ﹤0.01%
6
1009
$745 ﹤0.01%
50
1010
$717 ﹤0.01%
50
1011
$710 ﹤0.01%
12
1012
$696 ﹤0.01%
8
1013
$681 ﹤0.01%
20
1014
$667 ﹤0.01%
16
1015
$630 ﹤0.01%
80
+4
1016
$618 ﹤0.01%
8
1017
$617 ﹤0.01%
35
1018
$608 ﹤0.01%
50
1019
$602 ﹤0.01%
+15
1020
$599 ﹤0.01%
20
-1,930
1021
$589 ﹤0.01%
34
-3
1022
$588 ﹤0.01%
5
-1,255
1023
$580 ﹤0.01%
10
1024
$572 ﹤0.01%
6
1025
$563 ﹤0.01%
27
39 40
41
42 43