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
126
$280K 0.19%
+880
127
$278K 0.19%
+31,000
128
$272K 0.18%
1
129
$266K 0.18%
9,400
+1,200
130
$264K 0.18%
+12,165
131
$258K 0.17%
2,510
+1,870
132
$256K 0.17%
8,905
+35
133
$255K 0.17%
11,500
+2,000
134
$254K 0.17%
1,920
135
$242K 0.16%
+9,000
136
$242K 0.16%
4,487
-943
137
$235K 0.16%
1,581
138
$233K 0.16%
6,800
139
$232K 0.16%
15,035
+700
140
$232K 0.16%
17,500
141
$229K 0.15%
11,000
+1,000
142
$225K 0.15%
11,000
143
$224K 0.15%
9,500
144
$221K 0.15%
3,800
+340
145
$220K 0.15%
7,659
+5,885
146
$216K 0.15%
2,400
147
$216K 0.15%
3,085
+357
148
$216K 0.15%
2,685
149
$209K 0.14%
8,486
150
$207K 0.14%
+15,800
4 5
6
7 8