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
1
$10.4M 6.97%
208,893
+6,884
2
$10M 6.73%
201,694
+18,701
3
$7.92M 5.32%
+317,363
4
$5.83M 3.92%
355,634
+29,326
5
$4.87M 3.27%
99,902
+3,603
6
$3.49M 2.34%
54,888
+1,472
7
$3.3M 2.21%
101,790
+816
8
$2.64M 1.77%
25,508
-3,775
9
$2.34M 1.57%
14,825
+471
10
$2.19M 1.47%
36,999
+1,200
11
$1.92M 1.29%
5,650
+2,363
12
$1.88M 1.26%
31,224
+464
13
$1.75M 1.18%
20,871
-18,576
14
$1.64M 1.1%
22,360
+1,434
15
$1.62M 1.09%
16,336
+792
16
$1.49M 1%
+66,100
17
$1.42M 0.95%
64,557
+1,999
18
$1.37M 0.92%
15,223
+401
19
$1.37M 0.92%
34,856
+4,749
20
$1.37M 0.92%
14,148
+281
21
$1.34M 0.9%
18,510
+6,083
22
$1.25M 0.84%
7,475
+375
23
$1.23M 0.83%
39,814
+8,187
24
$1.23M 0.82%
88,168
+8,943
25
$1.18M 0.79%
12,140
+4,560
1
2 3 4 5