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
1051
$311 ﹤0.01%
25
1052
$301 ﹤0.01%
50
1053
$300 ﹤0.01%
1
1054
$296 ﹤0.01%
10
1055
$287 ﹤0.01%
110
1056
$263 ﹤0.01%
33
1057
$262 ﹤0.01%
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1058
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40
1059
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1060
$241 ﹤0.01%
10
1061
$238 ﹤0.01%
+10
1062
$234 ﹤0.01%
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1063
$231 ﹤0.01%
+5
1064
$222 ﹤0.01%
68
1065
$220 ﹤0.01%
20
1066
$220 ﹤0.01%
10
1067
$220 ﹤0.01%
10
1068
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+2
1069
$203 ﹤0.01%
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1070
$195 ﹤0.01%
108
1071
$178 ﹤0.01%
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1072
$170 ﹤0.01%
+6
1073
$170 ﹤0.01%
10
1074
$167 ﹤0.01%
4
1075
$165 ﹤0.01%
10
41 42
43
44 45