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
201
$176K 0.07%
1,324
-377
202
$175K 0.07%
6,400
+200
203
$174K 0.07%
6,000
+5,500
204
$172K 0.07%
642
205
$170K 0.07%
900
206
$170K 0.07%
1,351
207
$167K 0.07%
25,229
208
$164K 0.07%
8,500
209
$163K 0.07%
11,000
210
$161K 0.07%
2,232
211
$158K 0.07%
12,818
212
$155K 0.06%
680
-7,000
213
$154K 0.06%
27,418
214
$153K 0.06%
1,715
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215
$152K 0.06%
3,000
216
$152K 0.06%
2,760
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217
$149K 0.06%
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218
$146K 0.06%
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219
$145K 0.06%
2,840
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220
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183
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221
$136K 0.06%
3,000
222
$134K 0.06%
1,809
223
$131K 0.05%
1,800
224
$127K 0.05%
900
225
$127K 0.05%
2,183
7 8
9
10 11