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
$333M
AUM Growth
+$22.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,148
New
Increased
Reduced
Closed

Top Buys

1
+$10.3M
2
+$1.41M
3
+$870K
4
JEPI icon
JPMorgan Equity Premium Income ETF
JEPI
+$839K
5
GFEB icon
FT Vest US Equity Moderate Buffer ETF February
GFEB
+$786K

Top Sells

1
+$7.77M
2
+$2.26M
3
+$959K
4
TXN icon
Texas Instruments
TXN
+$789K
5
AAPL icon
Apple
AAPL
+$622K

Sector Composition

1 Technology 7.98%
2 Healthcare 7.29%
3 Industrials 4.67%
4 Financials 4.46%
5 Communication Services 3.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$664K 0.2%
11,000
102
$664K 0.2%
1,316
+146
103
$656K 0.2%
1,413
104
$644K 0.19%
6,402
+11
105
$643K 0.19%
19,229
-818
106
$642K 0.19%
25,700
107
$636K 0.19%
3,549
108
$632K 0.19%
6,533
+11
109
$631K 0.19%
21,615
110
$626K 0.19%
10,508
-645
111
$621K 0.19%
10,035
112
$615K 0.19%
1,177
-90
113
$614K 0.18%
2,987
-112
114
$608K 0.18%
9,941
-3,814
115
$600K 0.18%
4,575
-343
116
$595K 0.18%
3,082
+862
117
$587K 0.18%
17,413
-25
118
$576K 0.17%
7,500
119
$568K 0.17%
5,870
120
$560K 0.17%
14,849
-2,035
121
$549K 0.17%
14,613
+945
122
$547K 0.16%
1,794
123
$543K 0.16%
3,484
-53
124
$540K 0.16%
5,742
-155
125
$539K 0.16%
14,616
-93
3 4
5
6 7