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
201
$254K 0.08%
3,982
+3,813
202
$254K 0.08%
7,368
+4,658
203
$250K 0.08%
+3,048
204
$243K 0.07%
1,518
+1,425
205
$240K 0.07%
+7,662
206
$239K 0.07%
1,903
+16
207
$231K 0.07%
923
208
$228K 0.07%
1,733
+1,692
209
$228K 0.07%
4,717
-1,665
210
$227K 0.07%
+1,728
211
$225K 0.07%
11,000
212
$223K 0.07%
5,116
+32
213
$223K 0.07%
6,908
+1
214
$222K 0.07%
428
215
$221K 0.07%
2,031
+10
216
$220K 0.07%
2,330
+346
217
$214K 0.06%
2,575
218
$207K 0.06%
1,520
-465
219
$207K 0.06%
4,532
+1,032
220
$206K 0.06%
1,076
221
$202K 0.06%
1,098
222
$201K 0.06%
6,143
223
$201K 0.06%
7,200
224
$200K 0.06%
2,070
225
$198K 0.06%
659
+214
7 8
9
10 11