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
151
$206K 0.14%
2,310
+984
152
$205K 0.14%
26,800
+1,800
153
$199K 0.13%
4,000
154
$195K 0.13%
6,510
-12,900
155
$187K 0.13%
2,170
156
$179K 0.12%
10,000
+1,000
157
$176K 0.12%
1,178
-2,740
158
$175K 0.12%
3,502
-429
159
$171K 0.11%
1,829
160
$164K 0.11%
3,750
-100
161
$163K 0.11%
1,423
+50
162
$163K 0.11%
7,957
-10,000
163
$161K 0.11%
1,622
-1,771
164
$161K 0.11%
2,279
-77
165
$160K 0.11%
3,052
+2,000
166
$156K 0.1%
3,611
-207
167
$156K 0.1%
11,000
168
$151K 0.1%
1,278
-155
169
$150K 0.1%
3,100
170
$149K 0.1%
1,288
171
$148K 0.1%
700
172
$146K 0.1%
4,356
+2,100
173
$144K 0.1%
506
+73
174
$137K 0.09%
1,688
+1,125
175
$126K 0.08%
2,600
5 6
7
8 9