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
$145M
AUM Growth
-$17.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
65
New
Increased
Reduced
Closed

Top Buys

1
+$1.02M
2
+$945K
3
+$843K
4
DELL icon
Dell
DELL
+$792K
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$589K

Top Sells

1
+$4.46M
2
+$3.78M
3
+$2.77M
4
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$1.33M
5
CVMC icon
Calvert US Mid-Cap Core Responsible Index ETF
CVMC
+$1.32M

Sector Composition

1 Technology 1.79%
2 Consumer Discretionary 0.17%
3 Financials 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.23M 0.85%
11,088
-1,573
27
$1.22M 0.84%
20,532
-1,828
28
$916K 0.63%
3,334
+2,143
29
$904K 0.63%
45,692
-8,502
30
$893K 0.62%
32,162
-1,148
31
$792K 0.55%
+8,691
32
$791K 0.55%
18,480
-11,365
33
$770K 0.53%
24,652
-5,335
34
$690K 0.48%
13,795
-2,752
35
$674K 0.47%
17,131
-340
36
$670K 0.46%
11,629
+4,601
37
$573K 0.4%
+9,229
38
$535K 0.37%
11,304
-1,420
39
$528K 0.37%
11,149
-815
40
$520K 0.36%
+3,013
41
$505K 0.35%
+13,847
42
$453K 0.31%
+8,917
43
$400K 0.28%
4,587
-9,774
44
$393K 0.27%
11,850
-7,127
45
$382K 0.26%
10,159
-2,380
46
$374K 0.26%
5,096
-568
47
$358K 0.25%
13,653
-2,760
48
$335K 0.23%
6,048
-726
49
$318K 0.22%
+1,671
50
$297K 0.21%
19,502
-798
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