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
176
$375K 0.1%
9,035
177
$374K 0.1%
690
+53
178
$373K 0.1%
3,312
179
$369K 0.1%
2,301
-20
180
$368K 0.1%
6,311
+1
181
$365K 0.09%
7,260
+2,985
182
$361K 0.09%
1,680
183
$356K 0.09%
2,503
184
$350K 0.09%
14,348
185
$344K 0.09%
1,115
+325
186
$342K 0.09%
5,046
-392
187
$340K 0.09%
2,174
-297
188
$336K 0.09%
2,800
189
$334K 0.09%
2,960
190
$332K 0.09%
1,282
+11
191
$328K 0.09%
9,542
-213
192
$328K 0.09%
3,887
+2,387
193
$327K 0.08%
2,900
-2,970
194
$326K 0.08%
+12,797
195
$326K 0.08%
7,787
196
$325K 0.08%
344
+6
197
$324K 0.08%
10,492
198
$322K 0.08%
1,350
+10
199
$318K 0.08%
3,970
+860
200
$315K 0.08%
5,245
+33
6 7
8
9 10