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
126
$533K 0.16%
2,016
127
$531K 0.16%
7,157
+28
128
$527K 0.16%
7,350
129
$517K 0.16%
16,387
+146
130
$516K 0.16%
4,760
-200
131
$515K 0.15%
13,574
-2,971
132
$507K 0.15%
9,600
133
$501K 0.15%
5,518
+502
134
$500K 0.15%
3,362
135
$499K 0.15%
5,118
-42
136
$498K 0.15%
14,932
-67,747
137
$494K 0.15%
13,613
+1,500
138
$491K 0.15%
5,456
+56
139
$488K 0.15%
2,881
+19
140
$479K 0.14%
16,583
-200
141
$477K 0.14%
2,455
-22
142
$471K 0.14%
10,027
-50
143
$471K 0.14%
8,348
+2,080
144
$469K 0.14%
19,328
145
$460K 0.14%
10,903
146
$452K 0.14%
5,317
+95
147
$451K 0.14%
11,578
+11,370
148
$448K 0.13%
853
+25
149
$437K 0.13%
10,420
150
$434K 0.13%
7,592
-107
4 5
6
7 8