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
151
$478K 0.12%
+13,687
152
$475K 0.12%
18,960
-1,005
153
$458K 0.12%
1,934
154
$447K 0.12%
10,086
155
$446K 0.12%
7,068
-1,280
156
$445K 0.12%
2,015
+12
157
$440K 0.11%
2,336
-1,187
158
$439K 0.11%
7,107
-4,273
159
$434K 0.11%
1,995
-9
160
$433K 0.11%
2,243
161
$429K 0.11%
5,317
162
$428K 0.11%
3,151
-90
163
$426K 0.11%
2,770
+1,645
164
$424K 0.11%
3,350
+760
165
$415K 0.11%
20,516
+7,640
166
$413K 0.11%
3,930
-66
167
$412K 0.11%
1,994
168
$403K 0.1%
1,395
+110
169
$400K 0.1%
11,923
-1,919
170
$397K 0.1%
10,666
171
$389K 0.1%
3,730
172
$389K 0.1%
2,639
173
$382K 0.1%
1,169
174
$378K 0.1%
10,000
175
$376K 0.1%
1,018
+250
5 6
7
8 9