AIM

Archer Investment Management Portfolio holdings

AUM $238M
1-Year Est. Return 9.38%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+9.38%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$238M
AUM Growth
+$51.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
143
New
Increased
Reduced
Closed

Top Buys

1
+$13.4M
2
+$10.4M
3
+$9.25M
4
IVW icon
iShares S&P 500 Growth ETF
IVW
+$8.39M
5
DYNF icon
BlackRock US Equity Factor Rotation ETF
DYNF
+$6.79M

Top Sells

1
+$9.93M
2
+$9.52M
3
+$5.55M
4
TIP icon
iShares TIPS Bond ETF
TIP
+$5.27M
5
IQLT icon
iShares MSCI Intl Quality Factor ETF
IQLT
+$4.78M

Sector Composition

1 Technology 0.87%
2 Communication Services 0.11%
3 Consumer Discretionary 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
IVE icon
1
iShares S&P 500 Value ETF
IVE
$48.2B
$13.9M 5.83%
65,657
+48,025
IVV icon
2
iShares Core S&P 500 ETF
IVV
$772B
$13.1M 5.52%
20,098
+13,548
CORO
3
iShares International Country Rotation Active ETF
CORO
$3.4B
$13.1M 5.52%
+407,781
IVW icon
4
iShares S&P 500 Growth ETF
IVW
$68.2B
$11.4M 4.79%
100,635
+69,738
DYNF icon
5
BlackRock US Equity Factor Rotation ETF
DYNF
$32.7B
$11.4M 4.78%
195,227
+112,204
SPEM icon
6
State Street SPDR Portfolio Emerging Markets ETF
SPEM
$17.3B
$6.68M 2.81%
142,494
+81,052
BAI
7
iShares A.I. Innovation and Tech Active ETF
BAI
$11.7B
$6.64M 2.79%
201,469
+149,681
QUAL icon
8
iShares MSCI USA Quality Factor ETF
QUAL
$49.5B
$6.61M 2.78%
34,483
+24,695
EAGG icon
9
iShares ESG Aware US Aggregate Bond ETF
EAGG
$4.69B
$6.49M 2.73%
136,477
+110,634
THRO
10
iShares U.S. Thematic Rotation Active ETF
THRO
$8.06B
$6.04M 2.54%
166,848
+122,346
PZA icon
11
Invesco National AMT-Free Municipal Bond ETF
PZA
$3.94B
$5.96M 2.51%
+259,293
LCTU icon
12
iShares U.S. Carbon Transition Readiness Aware Active ETF
LCTU
$1.42B
$5.78M 2.43%
82,480
+66,352
SUSC icon
13
iShares ESG Aware USD Corporate Bond ETF
SUSC
$1.39B
$5.65M 2.38%
244,396
+192,340
SHLD icon
14
Global X Defense Tech ETF
SHLD
$8.63B
$5.01M 2.11%
70,763
+59,569
BLCR icon
15
BlackRock Large Cap Core ETF
BLCR
$4.58B
$4.92M 2.07%
+119,791
MTUM icon
16
iShares MSCI USA Momentum Factor ETF
MTUM
$22.9B
$4.82M 2.03%
20,091
+14,677
USXF icon
17
iShares ESG Advanced MSCI USA ETF
USXF
$1.28B
$4.74M 1.99%
85,845
+77,874
DSI icon
18
iShares MSCI KLD 400 Social ETF
DSI
$5.02B
$4.73M 1.99%
39,065
+32,904
ESGU icon
19
iShares ESG Aware MSCI USA ETF
ESGU
$16.1B
$4.6M 1.93%
32,494
+26,011
EUSB icon
20
iShares ESG Advanced Universal USD Bond ETF
EUSB
$694M
$3.29M 1.39%
75,725
+66,015
IBIT icon
21
iShares Bitcoin Trust
IBIT
$59.2B
$3.25M 1.37%
84,634
+69,104
GOVT icon
22
iShares US Treasury Bond ETF
GOVT
$41B
$3.23M 1.36%
+140,981
BBUS icon
23
JPMorgan BetaBuilders US Equity ETF
BBUS
$7.57B
$3.08M 1.3%
+26,322
INMU icon
24
BlackRock Intermediate Muni Income Bond ETF
INMU
$446M
$3.06M 1.29%
127,835
+106,683
SCHB icon
25
Schwab US Broad Market ETF
SCHB
$39.9B
$3.05M 1.29%
121,697
-14,711
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