AIC

Archer Investment Corporation Portfolio holdings

AUM $419M
1-Year Est. Return 14.14%
This Quarter Est. Return
1 Year Est. Return
+14.14%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$242M
AUM Growth
+$32M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
785
New
Increased
Reduced
Closed

Top Buys

1
+$9.71M
2
+$1.07M
3
+$953K
4
QQQ icon
Invesco QQQ Trust
QQQ
+$769K
5
UFEB icon
Innovator US Equity Ultra Buffer ETF February
UFEB
+$760K

Top Sells

1
+$1.6M
2
+$788K
3
+$675K
4
USEP icon
Innovator US Equity Ultra Buffer ETF September
USEP
+$648K
5
INTU icon
Intuit
INTU
+$542K

Sector Composition

1 Technology 8.47%
2 Healthcare 7.93%
3 Financials 6.09%
4 Industrials 5.56%
5 Consumer Discretionary 4.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$524K 0.22%
8,200
-881
102
$523K 0.22%
10,222
103
$521K 0.21%
32,500
+400
104
$519K 0.21%
23,560
105
$517K 0.21%
2,100
106
$514K 0.21%
3,900
107
$514K 0.21%
8,029
+7,959
108
$513K 0.21%
5,310
-385
109
$512K 0.21%
11,860
110
$497K 0.21%
1,046
-93
111
$497K 0.21%
22,800
+800
112
$495K 0.2%
12,900
113
$495K 0.2%
3,909
114
$485K 0.2%
7,800
-807
115
$480K 0.2%
3,408
116
$476K 0.2%
1,700
117
$470K 0.19%
9,300
+475
118
$466K 0.19%
2,707
119
$464K 0.19%
1,940
120
$462K 0.19%
6,670
-102
121
$453K 0.19%
14,536
122
$453K 0.19%
12,795
+4,545
123
$452K 0.19%
2,487
-470
124
$449K 0.19%
15,800
125
$449K 0.19%
4,340
+100
3 4
5
6 7