AIM

Archer Investment Management Portfolio holdings

AUM $186M
1-Year Est. Return 12.22%
This Quarter Est. Return
1 Year Est. Return
+12.22%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$186M
AUM Growth
+$23.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
120
New
Increased
Reduced
Closed

Top Buys

1
+$5.05M
2
+$4.49M
3
+$4.39M
4
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$3.88M
5
IVW icon
iShares S&P 500 Growth ETF
IVW
+$3.81M

Top Sells

1
+$5.12M
2
+$4.97M
3
+$4.48M
4
IQLT icon
iShares MSCI Intl Quality Factor ETF
IQLT
+$3.23M
5
USMF icon
WisdomTree US Multifactor Fund
USMF
+$3.18M

Sector Composition

1 Technology 1.22%
2 Consumer Discretionary 0.18%
3 Communication Services 0.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
SCHR icon
1
Schwab Intermediately-Term US Treasury ETF
SCHR
$12.3B
$10.1M 5.46%
404,578
-178,624
DFGP icon
2
Dimensional Global Core Plus Fixed Income ETF
DFGP
$2.17B
$9.52M 5.12%
176,015
-94,656
VEU icon
3
Vanguard FTSE All-World ex-US ETF
VEU
$56.5B
$6.87M 3.7%
93,449
-33,965
QLTY icon
4
GMO US Quality ETF
QLTY
$3.22B
$6.14M 3.3%
159,614
-69,006
SGOV icon
5
iShares 0-3 Month Treasury Bond ETF
SGOV
$70.3B
$5.55M 2.98%
55,266
-25,113
IQLT icon
6
iShares MSCI Intl Quality Factor ETF
IQLT
$14.1B
$5.52M 2.97%
121,547
-70,970
TIP icon
7
iShares TIPS Bond ETF
TIP
$13.8B
$5.43M 2.92%
49,441
-23,663
USMF icon
8
WisdomTree US Multifactor Fund
USMF
$397M
$5.19M 2.79%
101,325
-62,028
DYNF icon
9
BlackRock US Equity Factor Rotation ETF
DYNF
$31.3B
$5.05M 2.72%
+83,023
FDEM icon
10
Fidelity Emerging Markets Multifactor ETF
FDEM
$390M
$4.57M 2.46%
148,037
-80,311
IVV icon
11
iShares Core S&P 500 ETF
IVV
$762B
$4.49M 2.41%
+6,550
BDYN
12
iShares Dynamic Equity Active ETF
BDYN
$2.37B
$4.39M 2.36%
+171,309
TLT icon
13
iShares 20+ Year Treasury Bond ETF
TLT
$47.3B
$3.91M 2.11%
44,911
-16,941
SCHG icon
14
Schwab US Large-Cap Growth ETF
SCHG
$52.8B
$3.88M 2.09%
+118,815
IVW icon
15
iShares S&P 500 Growth ETF
IVW
$66.8B
$3.81M 2.05%
+30,897
IVE icon
16
iShares S&P 500 Value ETF
IVE
$49.4B
$3.74M 2.01%
+17,632
DFSB icon
17
Dimensional Global Sustainability Fixed Income ETF
DFSB
$610M
$3.71M 2%
71,624
-17,510
SCHB icon
18
Schwab US Broad Market ETF
SCHB
$38.9B
$3.58M 1.92%
136,408
-3,166
SCHC icon
19
Schwab International Small-Cap Equity ETF
SCHC
$5.22B
$3.36M 1.81%
73,790
-37,392
DGRW icon
20
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
$16.2B
$3.27M 1.76%
36,592
-23,636
SPEM icon
21
SPDR Portfolio Emerging Markets ETF
SPEM
$16.1B
$2.88M 1.55%
+61,442
DFSI icon
22
Dimensional International Sustainability Core 1 ETF
DFSI
$969M
$2.65M 1.42%
61,817
-19,754
CVMC icon
23
Calvert US Mid-Cap Core Responsible Index ETF
CVMC
$90.9M
$2.54M 1.37%
39,608
-10,987
CVIE icon
24
Calvert International Responsible Index ETF
CVIE
$289M
$2.52M 1.36%
35,365
-9,250
ESGE icon
25
iShares ESG Aware MSCI EM ETF
ESGE
$5.92B
$2.39M 1.29%
54,211
-10,592
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