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
$242M
AUM Growth
+$32M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
785
New
Increased
Reduced
Closed

Top Buys

1
+$9.71M
2
+$1.07M
3
+$953K
4
QQQ icon
Invesco QQQ Trust
QQQ
+$769K
5
UFEB icon
Innovator US Equity Ultra Buffer ETF February
UFEB
+$760K

Top Sells

1
+$1.6M
2
+$788K
3
+$675K
4
USEP icon
Innovator US Equity Ultra Buffer ETF September
USEP
+$648K
5
INTU icon
Intuit
INTU
+$542K

Sector Composition

1 Technology 8.47%
2 Healthcare 7.93%
3 Financials 6.09%
4 Industrials 5.56%
5 Consumer Discretionary 4.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$351K 0.14%
2,313
+690
152
$347K 0.14%
2,800
153
$340K 0.14%
5,822
+18
154
$337K 0.14%
1,770
-327
155
$335K 0.14%
842
+8
156
$334K 0.14%
7,400
157
$333K 0.14%
11,500
158
$332K 0.14%
2,524
-72
159
$325K 0.13%
6,245
160
$323K 0.13%
2,002
+439
161
$319K 0.13%
10,000
162
$309K 0.13%
4,463
163
$307K 0.13%
7,061
+600
164
$305K 0.13%
1,360
-1,790
165
$297K 0.12%
1,498
+690
166
$295K 0.12%
1,376
+88
167
$293K 0.12%
5,352
168
$282K 0.12%
9,976
-222
169
$278K 0.11%
10,000
+5,000
170
$271K 0.11%
1,099
+304
171
$266K 0.11%
755
+277
172
$265K 0.11%
7,360
-2,000
173
$264K 0.11%
9,866
174
$254K 0.1%
8,942
-700
175
$250K 0.1%
1,829
5 6
7
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