AIM

Archer Investment Management Portfolio holdings

AUM $163M
1-Year Est. Return 8.67%
This Quarter Est. Return
1 Year Est. Return
+8.67%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$163M
AUM Growth
+$25M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
63
New
Increased
Reduced
Closed

Top Buys

1
+$8.13M
2
+$6.87M
3
+$5.06M
4
META icon
Meta Platforms (Facebook)
META
+$4.97M
5
ESGE icon
iShares ESG Aware MSCI EM ETF
ESGE
+$2.81M

Top Sells

1
+$4.45M
2
+$2.81M
3
+$2.3M
4
FUTY icon
Fidelity MSCI Utilities Index ETF
FUTY
+$1.87M
5
ETH
Grayscale Ethereum Mini Trust ETF
ETH
+$1.28M

Sector Composition

1 Communication Services 3.05%
2 Technology 1.5%
3 Consumer Discretionary 0.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
IWC icon
26
iShares Micro-Cap ETF
IWC
$1.01B
$1.78M 1.1%
11,970
-120
BTC
27
Grayscale Bitcoin Mini Trust ETF
BTC
$4.65B
$1.56M 0.96%
30,764
+1,638
ITA icon
28
iShares US Aerospace & Defense ETF
ITA
$11.3B
$1.56M 0.96%
+7,433
BITB icon
29
Bitwise Bitcoin ETF
BITB
$4.09B
$1.12M 0.69%
18,072
-4,990
INTF icon
30
iShares International Equity Factor ETF
INTF
$2.66B
$1.1M 0.67%
30,518
-1,999
SCHA icon
31
Schwab U.S Small- Cap ETF
SCHA
$20.3B
$971K 0.6%
34,788
-7,958
AAPL icon
32
Apple
AAPL
$3.74T
$970K 0.6%
3,808
-374
VTI icon
33
Vanguard Total Stock Market ETF
VTI
$543B
$949K 0.58%
2,892
-14
XVV icon
34
iShares ESG Screened S&P 500 ETF
XVV
$467M
$925K 0.57%
17,958
+2,615
SCHF icon
35
Schwab International Equity ETF
SCHF
$52.4B
$846K 0.52%
36,338
-2,405
VGLT icon
36
Vanguard Long-Term Treasury ETF
VGLT
$10.3B
$739K 0.45%
12,999
-5,817
DFIV icon
37
Dimensional International Value ETF
DFIV
$13.6B
$652K 0.4%
14,141
-2,488
DFIC icon
38
Dimensional International Core Equity 2 ETF
DFIC
$10.6B
$596K 0.37%
18,188
-1,092
ICLN icon
39
iShares Global Clean Energy ETF
ICLN
$1.79B
$590K 0.36%
+38,094
DFAI icon
40
Dimensional International Core Equity Market ETF
DFAI
$11.7B
$549K 0.34%
15,102
-2,195
BGRN icon
41
iShares USD Green Bond ETF
BGRN
$430M
$545K 0.33%
11,319
+170
VTV icon
42
Vanguard Value ETF
VTV
$147B
$527K 0.32%
2,827
IAGG icon
43
iShares Core International Aggregate Bond Fund
IAGG
$11.2B
$516K 0.32%
10,071
-2,289
VEA icon
44
Vanguard FTSE Developed Markets ETF
VEA
$178B
$499K 0.31%
8,332
-460
XSHQ icon
45
Invesco S&P SmallCap Quality ETF
XSHQ
$278M
$471K 0.29%
10,943
+2,821
SCHO icon
46
Schwab Short-Term US Treasury ETF
SCHO
$11.3B
$403K 0.25%
16,515
-9,778
NXPI icon
47
NXP Semiconductors
NXPI
$54B
$380K 0.23%
1,669
+1
MSFT icon
48
Microsoft
MSFT
$3.82T
$358K 0.22%
691
-132
AMZN icon
49
Amazon
AMZN
$2.27T
$330K 0.2%
1,503
+50
XJR icon
50
iShares ESG Screened S&P Small-Cap ETF
XJR
$103M
$291K 0.18%
6,846
-1,583
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