AIM

Archer Investment Management Portfolio holdings

AUM $186M
1-Year Est. Return 12.22%
This Fund
S&P 500
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
+$4.99M
2
+$4.45M
3
+$4.39M
4
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$3.86M
5
IVW icon
iShares S&P 500 Growth ETF
IVW
+$3.78M

Top Sells

1
+$5.21M
2
+$4.97M
3
+$4.5M
4
IQLT icon
iShares MSCI Intl Quality Factor ETF
IQLT
+$3.18M
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
XLG icon
26
Invesco S&P 500 Top 50 ETF
XLG
$11.4B
$2.16M 1.16%
+36,513
QUAL icon
27
iShares MSCI USA Quality Factor ETF
QUAL
$50.3B
$1.94M 1.05%
+9,788
VTI icon
28
Vanguard Total Stock Market ETF
VTI
$583B
$1.91M 1.03%
5,707
+2,815
IUSB icon
29
iShares Core Universal USD Bond ETF
IUSB
$35.9B
$1.81M 0.97%
+38,913
USSG icon
30
Xtrackers MSCI USA ESG Leaders Equity ETF
USSG
$546M
$1.78M 0.96%
28,024
-8,216
XLF icon
31
State Street Financial Select Sector SPDR ETF
XLF
$50.3B
$1.76M 0.95%
+32,079
BAI
32
iShares A.I. Innovation and Tech Active ETF
BAI
$9.09B
$1.72M 0.93%
+51,788
THRO
33
iShares U.S. Thematic Rotation Active ETF
THRO
$7.39B
$1.72M 0.92%
+44,502
VGIT icon
34
Vanguard Intermediate-Term Treasury ETF
VGIT
$39.2B
$1.64M 0.88%
27,372
-3,056
DFAC icon
35
Dimensional US Core Equity 2 ETF
DFAC
$42.3B
$1.52M 0.82%
38,343
-9,760
ETH
36
Grayscale Ethereum Staking Mini ETF Shares
ETH
$1.64B
$1.49M 0.8%
53,070
-5,187
BDVL
37
iShares Disciplined Volatility Equity Active ETF
BDVL
$1.51B
$1.46M 0.79%
+58,959
EFV icon
38
iShares MSCI EAFE Value ETF
EFV
$30.8B
$1.45M 0.78%
+20,283
BINC icon
39
BlackRock Flexible Income ETF
BINC
$17.3B
$1.43M 0.77%
+27,091
RSP icon
40
Invesco S&P 500 Equal Weight ETF
RSP
$90.3B
$1.38M 0.74%
7,191
-4,310
MBB icon
41
iShares MBS ETF
MBB
$39.5B
$1.37M 0.74%
+14,434
MTUM icon
42
iShares MSCI USA Momentum Factor ETF
MTUM
$21.4B
$1.36M 0.73%
+5,414
IWC icon
43
iShares Micro-Cap ETF
IWC
$1.31B
$1.29M 0.69%
8,168
-3,802
EAGG icon
44
iShares ESG Aware US Aggregate Bond ETF
EAGG
$4.59B
$1.24M 0.67%
+25,843
SUSC icon
45
iShares ESG Aware USD Corporate Bond ETF
SUSC
$1.39B
$1.22M 0.65%
+52,056
LCTU icon
46
iShares U.S. Carbon Transition Readiness Aware Active ETF
LCTU
$1.45B
$1.19M 0.64%
+16,128
ARKF icon
47
ARK Blockchain & Fintech Innovation ETF
ARKF
$822M
$1.18M 0.63%
24,672
-12,525
XLK icon
48
State Street Technology Select Sector SPDR ETF
XLK
$88.2B
$1.16M 0.62%
+8,026
BTC
49
Grayscale Bitcoin Mini Trust ETF
BTC
$3.03B
$1.15M 0.62%
29,714
-1,050
ITA icon
50
iShares US Aerospace & Defense ETF
ITA
$16.4B
$1.12M 0.6%
5,225
-2,208
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