AIM

Archer Investment Management Portfolio holdings

AUM $138M
This Quarter Return
-2.51%
1 Year Return
3 Year Return
5 Year Return
10 Year Return
AUM
$162M
AUM Growth
Cap. Flow
+$162M
Cap. Flow %
100%
Top 10 Hldgs %
64.14%
Holding
58
New
58
Increased
Reduced
Closed

Top Sells

No sells this quarter

Sector Composition

1 Technology 0.72%
2 Consumer Discretionary 0.17%
3 Financials 0.08%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
VGIT icon
26
Vanguard Intermediate-Term Treasury ETF
VGIT
$32.2B
$1.3M 0.8%
+22,360
New +$1.3M
DFAC icon
27
Dimensional US Core Equity 2 ETF
DFAC
$36.7B
$1.13M 0.69%
+32,594
New +$1.13M
ETH
28
Grayscale Ethereum Mini Trust ETF
ETH
$2.19B
$1.12M 0.69%
+35,586
New +$1.12M
SCHF icon
29
Schwab International Equity ETF
SCHF
$49.8B
$1M 0.62%
+54,194
New +$1M
AAPL icon
30
Apple
AAPL
$3.39T
$923K 0.57%
+3,684
New +$923K
DFAI icon
31
Dimensional International Core Equity Market ETF
DFAI
$11.1B
$876K 0.54%
+29,987
New +$876K
DFIC icon
32
Dimensional International Core Equity 2 ETF
DFIC
$10.1B
$861K 0.53%
+33,310
New +$861K
IAGG icon
33
iShares Core International Aggregate Bond Fund
IAGG
$10.8B
$826K 0.51%
+16,547
New +$826K
DFAE icon
34
Dimensional Emerging Core Equity Market ETF
DFAE
$6.38B
$750K 0.46%
+29,550
New +$750K
DUHP icon
35
Dimensional US High Profitability ETF
DUHP
$9.18B
$641K 0.39%
+18,977
New +$641K
DFIV icon
36
Dimensional International Value ETF
DFIV
$13B
$620K 0.38%
+17,471
New +$620K
TBLU
37
Tortoise Global Water Fund
TBLU
$56.8M
$597K 0.37%
+12,724
New +$597K
VSS icon
38
Vanguard FTSE All-World ex-US Small-Cap Index Fund
VSS
$9.59B
$580K 0.36%
+5,067
New +$580K
ETHE
39
Grayscale Ethereum Trust ETF
ETHE
$4.91B
$569K 0.35%
+20,300
New +$569K
BGRN icon
40
iShares USD Green Bond ETF
BGRN
$414M
$558K 0.34%
+11,964
New +$558K
XJR icon
41
iShares ESG Screened S&P Small-Cap ETF
XJR
$103M
$516K 0.32%
+12,539
New +$516K
DFAX icon
42
Dimensional World ex US Core Equity 2 ETF
DFAX
$9.13B
$408K 0.25%
+16,413
New +$408K
BND icon
43
Vanguard Total Bond Market
BND
$133B
$407K 0.25%
+5,664
New +$407K
VGLT icon
44
Vanguard Long-Term Treasury ETF
VGLT
$9.73B
$389K 0.24%
+7,028
New +$389K
DFUV icon
45
Dimensional US Marketwide Value ETF
DFUV
$12.1B
$381K 0.23%
+9,312
New +$381K
DFAU icon
46
Dimensional US Core Equity Market ETF
DFAU
$8.96B
$359K 0.22%
+8,870
New +$359K
ACWX icon
47
iShares MSCI ACWI ex US ETF
ACWX
$6.57B
$353K 0.22%
+6,774
New +$353K
VTI icon
48
Vanguard Total Stock Market ETF
VTI
$520B
$345K 0.21%
+1,191
New +$345K
DFSV icon
49
Dimensional US Small Cap Value ETF
DFSV
$5.3B
$318K 0.2%
+10,339
New +$318K
AMZN icon
50
Amazon
AMZN
$2.39T
$278K 0.17%
+1,269
New +$278K