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
1076
$161 ﹤0.01%
11
+1
1077
$160 ﹤0.01%
10
1078
$155 ﹤0.01%
10
1079
$152 ﹤0.01%
10
1080
$152 ﹤0.01%
10
1081
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10
1082
$140 ﹤0.01%
10
1083
$132 ﹤0.01%
200
1084
$128 ﹤0.01%
17
1085
$125 ﹤0.01%
10
1086
$119 ﹤0.01%
11
-2
1087
$113 ﹤0.01%
124
1088
$107 ﹤0.01%
11
+1
1089
$106 ﹤0.01%
10
1090
$93 ﹤0.01%
8
1091
$92 ﹤0.01%
9
1092
$81 ﹤0.01%
75
1093
$81 ﹤0.01%
+5
1094
$76 ﹤0.01%
35
1095
$76 ﹤0.01%
10
1096
$59 ﹤0.01%
3
1097
$59 ﹤0.01%
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1098
$57 ﹤0.01%
10
1099
$56 ﹤0.01%
1
1100
$48 ﹤0.01%
10
42 43
44
45 46