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
151
$420K 0.13%
2,388
+148
152
$416K 0.13%
8,300
-2,910
153
$414K 0.12%
3,110
154
$407K 0.12%
2,227
-1
155
$406K 0.12%
10,000
156
$406K 0.12%
1,440
157
$401K 0.12%
3,785
+400
158
$397K 0.12%
9,785
159
$392K 0.12%
1,984
-250
160
$390K 0.12%
3,604
+969
161
$388K 0.12%
6,394
-2,671
162
$386K 0.12%
1,851
163
$379K 0.11%
10,666
164
$379K 0.11%
17,470
+2,203
165
$378K 0.11%
2,485
-180
166
$377K 0.11%
7,375
167
$374K 0.11%
2,072
-22
168
$364K 0.11%
10,847
-3,073
169
$364K 0.11%
11,127
-500
170
$361K 0.11%
2,839
+1,956
171
$356K 0.11%
3,129
-24
172
$354K 0.11%
10,000
173
$353K 0.11%
5,045
+75
174
$348K 0.1%
14,200
-5,040
175
$341K 0.1%
14,348
+2,528
5 6
7
8 9