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
$138M
AUM Growth
-$6.79M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
61
New
Increased
Reduced
Closed

Top Buys

1
+$12.5M
2
+$1.29M
3
+$914K
4
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$840K
5
BTC
Grayscale Bitcoin Mini Trust ETF
BTC
+$730K

Top Sells

1
+$7.42M
2
+$3.12M
3
+$2.55M
4
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$2.49M
5
DFSD icon
Dimensional Short-Duration Fixed Income ETF
DFSD
+$2.41M

Sector Composition

1 Technology 1.36%
2 Consumer Discretionary 0.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
VGLT icon
26
Vanguard Long-Term Treasury ETF
VGLT
$10.1B
$1.06M 0.77%
18,816
+7,187
VTI icon
27
Vanguard Total Stock Market ETF
VTI
$547B
$883K 0.64%
2,906
-428
AAPL icon
28
Apple
AAPL
$3.97T
$858K 0.62%
4,182
-1,420
SCHF icon
29
Schwab International Equity ETF
SCHF
$52.4B
$856K 0.62%
38,743
-6,949
XVV icon
30
iShares ESG Screened S&P 500 ETF
XVV
$471M
$732K 0.53%
15,343
-3,137
DFIV icon
31
Dimensional International Value ETF
DFIV
$13.9B
$712K 0.52%
16,629
-502
SCHO icon
32
Schwab Short-Term US Treasury ETF
SCHO
$11.2B
$641K 0.47%
26,293
-81,880
TBLU
33
Tortoise Global Water Fund
TBLU
$63.4M
$640K 0.46%
12,092
+788
IAGG icon
34
iShares Core International Aggregate Bond Fund
IAGG
$11.2B
$631K 0.46%
12,360
-1,435
DFIC icon
35
Dimensional International Core Equity 2 ETF
DFIC
$10.6B
$599K 0.44%
19,280
-12,882
DFAI icon
36
Dimensional International Core Equity Market ETF
DFAI
$11.7B
$598K 0.43%
17,297
-7,355
BGRN icon
37
iShares USD Green Bond ETF
BGRN
$427M
$531K 0.39%
11,149
VEA icon
38
Vanguard FTSE Developed Markets ETF
VEA
$178B
$501K 0.36%
8,792
-125
VTV icon
39
Vanguard Value ETF
VTV
$147B
$500K 0.36%
2,827
-186
MSFT icon
40
Microsoft
MSFT
$3.69T
$410K 0.3%
823
+188
NXPI icon
41
NXP Semiconductors
NXPI
$51.5B
$364K 0.26%
1,668
-3
XJR icon
42
iShares ESG Screened S&P Small-Cap ETF
XJR
$102M
$333K 0.24%
8,429
-1,730
XSHQ icon
43
Invesco S&P SmallCap Quality ETF
XSHQ
$274M
$331K 0.24%
+8,122
AMZN icon
44
Amazon
AMZN
$2.61T
$319K 0.23%
1,453
+135
BND icon
45
Vanguard Total Bond Market
BND
$137B
$285K 0.21%
3,870
-1,226
ACWX icon
46
iShares MSCI ACWI ex US ETF
ACWX
$6.96B
$274K 0.2%
4,502
-1,546
VSGX icon
47
Vanguard ESG International Stock ETF
VSGX
$5.2B
$265K 0.19%
4,046
-704
QUAL icon
48
iShares MSCI USA Quality Factor ETF
QUAL
$53B
$244K 0.18%
+1,337
SCZ icon
49
iShares MSCI EAFE Small-Cap ETF
SCZ
$10.7B
$242K 0.18%
3,328
NVDA icon
50
NVIDIA
NVDA
$4.58T
$240K 0.17%
+1,522
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