AIM

Archer Investment Management Portfolio holdings

AUM $238M
1-Year Est. Return 9.38%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+9.38%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$163M
AUM Growth
+$25M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
63
New
Increased
Reduced
Closed

Top Buys

1
+$8.08M
2
+$6.64M
3
+$5.04M
4
SCHC icon
Schwab International Small-Cap Equity ETF
SCHC
+$4.88M
5
ESGE icon
iShares ESG Aware MSCI EM ETF
ESGE
+$2.64M

Top Sells

1
+$4.45M
2
+$2.8M
3
+$2.25M
4
FUTY icon
Fidelity MSCI Utilities Index ETF
FUTY
+$1.87M
5
ETH
Grayscale Ethereum Staking Mini ETF Shares
ETH
+$1.21M

Sector Composition

1 Communication Services 3.05%
2 Technology 1.5%
3 Consumer Discretionary 0.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.78M 1.1%
11,970
-120
27
$1.56M 0.96%
30,764
+1,638
28
$1.56M 0.96%
+7,433
29
$1.12M 0.69%
18,072
-4,990
30
$1.1M 0.67%
30,518
-1,999
31
$971K 0.6%
34,788
-7,958
32
$970K 0.6%
3,808
-374
33
$949K 0.58%
2,892
-14
34
$925K 0.57%
17,958
+2,615
35
$846K 0.52%
36,338
-2,405
36
$739K 0.45%
12,999
-5,817
37
$652K 0.4%
14,141
-2,488
38
$596K 0.37%
18,188
-1,092
39
$590K 0.36%
+38,094
40
$549K 0.34%
15,102
-2,195
41
$545K 0.33%
11,319
+170
42
$527K 0.32%
2,827
43
$516K 0.32%
10,071
-2,289
44
$499K 0.31%
8,332
-460
45
$471K 0.29%
10,943
+2,821
46
$403K 0.25%
16,515
-9,778
47
$380K 0.23%
1,669
+1
48
$358K 0.22%
691
-132
49
$330K 0.2%
1,503
+50
50
$291K 0.18%
6,846
-1,583
1
2
3