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
$162M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
58
New
Increased
Reduced
Closed

Top Buys

1
+$16.9M
2
+$14.8M
3
+$13.7M
4
DFGP icon
Dimensional Global Core Plus Fixed Income ETF
DFGP
+$13.3M
5
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$9.55M

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 Change
in Stake 		Capital Flow
26
$1.3M 0.8%
+22,360
27
$1.13M 0.69%
+32,594
28
$1.12M 0.69%
+35,586
29
$1M 0.62%
+54,194
30
$923K 0.57%
+3,684
31
$876K 0.54%
+29,987
32
$861K 0.53%
+33,310
33
$826K 0.51%
+16,547
34
$750K 0.46%
+29,550
35
$641K 0.39%
+18,977
36
$620K 0.38%
+17,471
37
$597K 0.37%
+12,724
38
$580K 0.36%
+5,067
39
$569K 0.35%
+20,300
40
$558K 0.34%
+11,964
41
$516K 0.32%
+12,539
42
$408K 0.25%
+16,413
43
$407K 0.25%
+5,664
44
$389K 0.24%
+7,028
45
$381K 0.23%
+9,312
46
$359K 0.22%
+8,870
47
$353K 0.22%
+6,774
48
$345K 0.21%
+1,191
49
$318K 0.2%
+10,339
50
$278K 0.17%
+1,269
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