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
$149M
AUM Growth
-$40.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
684
New
Increased
Reduced
Closed

Top Buys

1
+$7.92M
2
+$1.49M
3
+$929K
4
UJAN icon
Innovator US Equity Ultra Buffer ETF January
UJAN
+$899K
5
LMT icon
Lockheed Martin
LMT
+$801K

Top Sells

1
+$7.39M
2
+$4.7M
3
+$2.03M
4
HD icon
Home Depot
HD
+$1.58M
5
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$1.56M

Sector Composition

1 Healthcare 9.88%
2 Technology 8.98%
3 Financials 6.12%
4 Communication Services 4.67%
5 Industrials 4.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$366K 0.25%
5,510
102
$359K 0.24%
4,400
103
$354K 0.24%
53,760
+48,760
104
$350K 0.24%
9,600
105
$342K 0.23%
7,000
106
$341K 0.23%
3,650
+1,300
107
$336K 0.23%
4,330
108
$330K 0.22%
15,535
-791
109
$328K 0.22%
4,099
110
$323K 0.22%
12,293
111
$320K 0.21%
1,820
112
$314K 0.21%
3,850
113
$308K 0.21%
5,411
+1,123
114
$307K 0.21%
6,480
115
$302K 0.2%
7,400
116
$299K 0.2%
2,200
117
$299K 0.2%
7,950
+2,500
118
$296K 0.2%
13,580
+600
119
$295K 0.2%
14,700
120
$294K 0.2%
1,700
121
$293K 0.2%
8,220
-6,080
122
$292K 0.2%
3,900
123
$291K 0.2%
9,675
+315
124
$288K 0.19%
16,970
+1,000
125
$283K 0.19%
11,900
+1,000
3 4
5
6 7