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
126
$562K 0.15%
6,396
+530
127
$560K 0.15%
18,398
+58
128
$558K 0.14%
13,613
129
$556K 0.14%
7,832
+7,301
130
$552K 0.14%
13,410
+1
131
$551K 0.14%
20,161
+372
132
$548K 0.14%
+4,600
133
$540K 0.14%
5,662
+222
134
$533K 0.14%
7,048
135
$527K 0.14%
15,591
-384
136
$525K 0.14%
8,616
137
$519K 0.13%
14,764
138
$517K 0.13%
13,730
+12,559
139
$514K 0.13%
7,600
+2
140
$514K 0.13%
5,487
-39
141
$513K 0.13%
6,000
-3,600
142
$509K 0.13%
4,624
+1,163
143
$505K 0.13%
2,205
+290
144
$497K 0.13%
999
-317
145
$495K 0.13%
2,686
146
$493K 0.13%
+9,207
147
$491K 0.13%
12,237
148
$486K 0.13%
10,903
149
$485K 0.13%
9,725
-97
150
$483K 0.13%
3,638
+189
4 5
6
7 8