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
1026
$553 ﹤0.01%
8
1027
$538 ﹤0.01%
11
1028
$532 ﹤0.01%
56
1029
$531 ﹤0.01%
182
1030
$506 ﹤0.01%
12
1031
$498 ﹤0.01%
8
1032
$497 ﹤0.01%
10
1033
$479 ﹤0.01%
+5
1034
$476 ﹤0.01%
11
+8
1035
$476 ﹤0.01%
41
1036
$471 ﹤0.01%
15
1037
$466 ﹤0.01%
10
-33
1038
$458 ﹤0.01%
108
1039
$444 ﹤0.01%
20
1040
$443 ﹤0.01%
81
1041
$406 ﹤0.01%
+85
1042
$397 ﹤0.01%
3
1043
$388 ﹤0.01%
16
1044
$372 ﹤0.01%
95
1045
$359 ﹤0.01%
100
1046
$348 ﹤0.01%
10
1047
$343 ﹤0.01%
350
1048
$336 ﹤0.01%
+1,298
1049
$327 ﹤0.01%
3
1050
$312 ﹤0.01%
61
+2
40 41
42
43 44