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
176
$249K 0.1%
2,712
177
$245K 0.1%
+500
178
$242K 0.1%
9,168
+682
179
$240K 0.1%
4,617
+445
180
$237K 0.1%
4,589
-1,476
181
$230K 0.09%
6,342
+35
182
$227K 0.09%
3,412
183
$226K 0.09%
2,672
+1,784
184
$225K 0.09%
628
+77
185
$222K 0.09%
2,960
+360
186
$218K 0.09%
8,656
187
$218K 0.09%
3,100
188
$214K 0.09%
1,683
189
$207K 0.09%
1,874
-528
190
$207K 0.09%
3,294
+2,197
191
$205K 0.08%
3,502
192
$204K 0.08%
6,758
+66
193
$201K 0.08%
4,103
+1,533
194
$193K 0.08%
2,302
195
$189K 0.08%
507
+267
196
$186K 0.08%
1,417
-1,198
197
$185K 0.08%
3,750
198
$185K 0.08%
4,200
199
$180K 0.07%
813
+150
200
$176K 0.07%
1,716
-22
6 7
8
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