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
176
$337K 0.1%
4,032
-379
177
$336K 0.1%
1,495
178
$330K 0.1%
1,443
+16
179
$329K 0.1%
1,291
180
$327K 0.1%
10,492
181
$324K 0.1%
7,754
+804
182
$324K 0.1%
2,503
183
$322K 0.1%
4,815
+3,696
184
$298K 0.09%
1,026
-150
185
$295K 0.09%
1,351
186
$295K 0.09%
3,908
+355
187
$285K 0.09%
2,362
188
$284K 0.09%
5,935
-208
189
$283K 0.09%
2,960
190
$276K 0.08%
2,320
191
$275K 0.08%
+1,846
192
$274K 0.08%
7,000
193
$273K 0.08%
8,796
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194
$273K 0.08%
3,075
+5
195
$268K 0.08%
4,440
196
$267K 0.08%
3,716
+3,010
197
$264K 0.08%
+1,085
198
$263K 0.08%
+2,157
199
$260K 0.08%
1,269
-153
200
$257K 0.08%
8,057
-444
6 7
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