AIM
Archer Investment Management Portfolio holdings
AUM
$163M
1-Year Est. Return
8.67%
1 Year Est. Return
+8.67%
AUM
$163M
AUM Growth
+$25M
(+18%)
Holding
63
Top Buys
| 1 | +$8.13M | |
| 2 | +$6.87M | |
| 3 | +$5.06M | |
| 4 |
Meta Platforms (Facebook)
META
|
+$4.97M |
| 5 |
iShares ESG Aware MSCI EM ETF
ESGE
|
+$2.81M |
Top Sells
| 1 | +$4.45M | |
| 2 | +$2.81M | |
| 3 | +$2.3M | |
| 4 |
Fidelity MSCI Utilities Index ETF
FUTY
|
+$1.87M |
| 5 |
ETH
Grayscale Ethereum Mini Trust ETF
ETH
|
+$1.28M |
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 | |
|---|---|---|---|---|---|---|
51
Vanguard ESG International Stock ETF
VSGX
$5.23B
| $278K | 0.17% |
4,012
-34
|
|
||
52
Vanguard Total Bond Market
BND
$138B
| $266K | 0.16% |
3,573
-297
|
|
||
53
NVIDIA
NVDA
$4.46T
| $264K | 0.16% |
1,415
-107
|
|
||
54
iShares MSCI EAFE Small-Cap ETF
SCZ
$10.8B
| $255K | 0.16% |
3,328
|
|
||
55
Dell
DELL
$100B
| $247K | 0.15% |
+1,740
|
|
||
56
Dimensional US High Profitability ETF
DUHP
$9.64B
| $246K | 0.15% |
6,504
+53
|
|
||
57
iShares MSCI ACWI ex US ETF
ACWX
$6.96B
| $236K | 0.15% |
3,636
-866
|
|
||
58
Cisco
CSCO
$277B
| $231K | 0.14% |
+3,369
|
|
||
59
Vanguard S&P 500 ETF
VOO
$757B
| $214K | 0.13% |
350
-48
|
|
||
|
TBLU
60
Tortoise Global Water Fund
TBLU
$64.4M
| – | – |
-12,092
|
|
||
61
iShares MSCI USA Quality Factor ETF
QUAL
$53.1B
| – | – |
-1,337
|
|
||
|
62
Fidelity MSCI Utilities Index ETF
FUTY
$2.14B
| – | – |
-35,559
|
|
||
63
Dimensional World ex US Core Equity 2 ETF
DFAX
$9.58B
| – | – |
-7,750
|
|