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
$149M
AUM Growth
-$40.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
684
New
Increased
Reduced
Closed

Top Buys

1
+$7.92M
2
+$1.49M
3
+$929K
4
UJAN icon
Innovator US Equity Ultra Buffer ETF January
UJAN
+$899K
5
LMT icon
Lockheed Martin
LMT
+$801K

Top Sells

1
+$7.39M
2
+$4.7M
3
+$2.03M
4
HD icon
Home Depot
HD
+$1.58M
5
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$1.56M

Sector Composition

1 Healthcare 9.88%
2 Technology 8.98%
3 Financials 6.12%
4 Communication Services 4.67%
5 Industrials 4.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$77K 0.05%
1,540
-840
202
$77K 0.05%
595
203
$76K 0.05%
1,012
+500
204
$74K 0.05%
2,222
+140
205
$74K 0.05%
751
+124
206
$73K 0.05%
853
-231
207
$73K 0.05%
2,938
208
$73K 0.05%
2,080
-10,300
209
$71K 0.05%
1,604
210
$68K 0.05%
3,386
+198
211
$68K 0.05%
1,150
-144
212
$67K 0.05%
1,951
-372
213
$66K 0.04%
5,000
214
$66K 0.04%
3,600
215
$65K 0.04%
4,100
-244
216
$65K 0.04%
695
+55
217
$63K 0.04%
276
218
$63K 0.04%
1,294
-151,705
219
$62K 0.04%
2,641
220
$61K 0.04%
750
221
$61K 0.04%
522
+47
222
$61K 0.04%
5,300
-4,700
223
$60K 0.04%
+2,000
224
$60K 0.04%
359
225
$54K 0.04%
2,071
-1,707
7 8
9
10 11