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
201
$312K 0.08%
8,450
+52
202
$306K 0.08%
1,380
203
$298K 0.08%
2,679
+2,525
204
$297K 0.08%
974
+1
205
$296K 0.08%
7,092
+238
206
$295K 0.08%
11,742
207
$295K 0.08%
6,006
+166
208
$293K 0.08%
3,133
209
$290K 0.08%
8,459
+6,292
210
$290K 0.08%
7,000
211
$283K 0.07%
5,670
-265
212
$282K 0.07%
1,269
213
$277K 0.07%
926
-100
214
$272K 0.07%
3,775
+643
215
$269K 0.07%
3,768
216
$269K 0.07%
11,830
+451
217
$268K 0.07%
2,225
218
$267K 0.07%
10,722
-95
219
$264K 0.07%
1,335
220
$264K 0.07%
6,681
+6,382
221
$259K 0.07%
1,157
222
$257K 0.07%
2,020
+1,980
223
$255K 0.07%
+440
224
$249K 0.06%
1,075
-75
225
$246K 0.06%
524
7 8
9
10 11