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
SCHG icon
26
Schwab US Large-Cap Growth ETF
SCHG
$53.6B
$2.96M 1.24%
101,562
-17,253
VEU icon
27
Vanguard FTSE All-World ex-US ETF
VEU
$63.6B
$2.8M 1.18%
37,241
-56,208
BINC icon
28
BlackRock Flexible Income ETF
BINC
$16.9B
$2.79M 1.17%
53,764
+26,673
ESGE icon
29
iShares ESG Aware MSCI EM ETF
ESGE
$6.52B
$2.73M 1.15%
59,935
+5,724
SPYM
30
State Street SPDR Portfolio S&P 500 ETF
SPYM
$133B
$2.72M 1.14%
+35,550
VTEB icon
31
Vanguard Tax-Exempt Bond Index Fund
VTEB
$42B
$2.71M 1.14%
54,302
+45,833
BNDX icon
32
Vanguard Total International Bond ETF
BNDX
$77.8B
$2.68M 1.13%
55,854
+48,266
MUB icon
33
iShares National Muni Bond ETF
MUB
$43.5B
$2.48M 1.05%
+23,403
IUSB icon
34
iShares Core Universal USD Bond ETF
IUSB
$36.3B
$2.39M 1%
51,689
+12,776
QLTY icon
35
GMO US Quality ETF
QLTY
$3.95B
$2.21M 0.93%
61,200
-98,414
GSLC icon
36
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
$14.7B
$1.99M 0.84%
+15,923
SPMB icon
37
State Street SPDR Portfolio Mortgage Backed Bond ETF
SPMB
$6.91B
$1.95M 0.82%
87,193
+68,450
EFV icon
38
iShares MSCI EAFE Value ETF
EFV
$30.1B
$1.8M 0.76%
24,227
+3,944
IAU icon
39
iShares Gold Trust
IAU
$76.8B
$1.78M 0.75%
20,217
+7,572
DMXF icon
40
iShares ESG Advanced MSCI EAFE ETF
DMXF
$865M
$1.78M 0.75%
+23,526
SPTL icon
41
State Street SPDR Portfolio Long Term Treasury ETF
SPTL
$10.4B
$1.75M 0.74%
66,535
+48,109
VTI icon
42
Vanguard Total Stock Market ETF
VTI
$605B
$1.57M 0.66%
4,882
-825
LCTD icon
43
iShares World ex U.S. Carbon Transition Readiness Aware Active ETF
LCTD
$242M
$1.55M 0.65%
28,008
+24,203
VTV icon
44
Vanguard Value ETF
VTV
$169B
$1.52M 0.64%
7,725
+4,895
DFAC icon
45
Dimensional US Core Equity 2 ETF
DFAC
$43.9B
$1.46M 0.62%
37,696
-647
VUG icon
46
Vanguard Growth ETF
VUG
$207B
$1.38M 0.58%
3,153
+2,721
EVUS icon
47
iShares ESG Aware MSCI USA Value ETF
EVUS
$296M
$1.35M 0.57%
42,384
+34,157
USMF icon
48
WisdomTree US Multifactor Fund
USMF
$357M
$1.3M 0.55%
26,367
-74,958
SYSB
49
iShares Systematic Bond ETF
SYSB
$1.07B
$1.25M 0.53%
+14,070
VGIT icon
50
Vanguard Intermediate-Term Treasury ETF
VGIT
$40.3B
$1.08M 0.45%
18,093
-9,279
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