AIM

Archer Investment Management Portfolio holdings

AUM $186M
1-Year Est. Return 12.22%
This Quarter Est. Return
1 Year Est. Return
+12.22%
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
26
$1.06M 0.77%
18,816
+7,187
27
$883K 0.64%
2,906
-428
28
$858K 0.62%
4,182
-1,420
29
$856K 0.62%
38,743
-6,949
30
$732K 0.53%
15,343
-3,137
31
$712K 0.52%
16,629
-502
32
$641K 0.47%
26,293
-81,880
33
$640K 0.46%
12,092
+788
34
$631K 0.46%
12,360
-1,435
35
$599K 0.44%
19,280
-12,882
36
$598K 0.43%
17,297
-7,355
37
$531K 0.39%
11,149
38
$501K 0.36%
8,792
-125
39
$500K 0.36%
2,827
-186
40
$410K 0.3%
823
+188
41
$364K 0.26%
1,668
-3
42
$333K 0.24%
8,429
-1,730
43
$331K 0.24%
+8,122
44
$319K 0.23%
1,453
+135
45
$285K 0.21%
3,870
-1,226
46
$274K 0.2%
4,502
-1,546
47
$265K 0.19%
4,046
-704
48
$244K 0.18%
+1,337
49
$242K 0.18%
3,328
50
$240K 0.17%
+1,522
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