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
101
$739K 0.19%
21,642
+1
102
$736K 0.19%
8,007
103
$734K 0.19%
1,980
-194
104
$727K 0.19%
17,429
+3,236
105
$718K 0.19%
28,343
-944
106
$717K 0.19%
7,850
107
$706K 0.18%
1,840
-138
108
$704K 0.18%
15,278
109
$698K 0.18%
5,273
+1
110
$695K 0.18%
31,998
111
$693K 0.18%
4,022
+917
112
$674K 0.17%
20,811
+20,030
113
$671K 0.17%
7,800
-31
114
$651K 0.17%
3,769
-373
115
$646K 0.17%
2,069
116
$644K 0.17%
6,399
+379
117
$634K 0.16%
1,011
-280
118
$627K 0.16%
5,075
+1
119
$625K 0.16%
10,595
+9,990
120
$623K 0.16%
2,202
+100
121
$622K 0.16%
16,554
122
$596K 0.15%
9,954
-1,259
123
$590K 0.15%
1,764
124
$574K 0.15%
1,232
-213
125
$571K 0.15%
17,500
+5,000
3 4
5
6 7