AIM

Archer Investment Management Portfolio holdings

AUM $186M
1-Year Est. Return 12.22%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+12.22%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$186M
AUM Growth
+$23.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
120
New
Increased
Reduced
Closed

Top Buys

1
+$4.99M
2
+$4.45M
3
+$4.39M
4
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$3.86M
5
IVW icon
iShares S&P 500 Growth ETF
IVW
+$3.78M

Top Sells

1
+$5.21M
2
+$4.97M
3
+$4.5M
4
IQLT icon
iShares MSCI Intl Quality Factor ETF
IQLT
+$3.18M
5
USMF icon
WisdomTree US Multifactor Fund
USMF
+$3.18M

Sector Composition

1 Technology 1.22%
2 Consumer Discretionary 0.18%
3 Communication Services 0.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
INTF icon
51
iShares International Equity Factor ETF
INTF
$3.32B
$1.11M 0.6%
29,372
-1,146
IAU icon
52
iShares Gold Trust
IAU
$84.5B
$1.03M 0.55%
+12,645
AAPL icon
53
Apple
AAPL
$3.88T
$996K 0.54%
3,664
-144
IEUR icon
54
iShares Core MSCI Europe ETF
IEUR
$7.69B
$978K 0.53%
+13,772
IEFA icon
55
iShares Core MSCI EAFE ETF
IEFA
$182B
$977K 0.53%
+10,923
ESGU icon
56
iShares ESG Aware MSCI USA ETF
ESGU
$15.6B
$966K 0.52%
+6,483
LQD icon
57
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
$31.3B
$877K 0.47%
+7,955
SCHF icon
58
Schwab International Equity ETF
SCHF
$62.7B
$871K 0.47%
36,243
-95
XVV icon
59
iShares ESG Screened S&P 500 ETF
XVV
$708M
$838K 0.45%
15,909
-2,049
DSI icon
60
iShares MSCI KLD 400 Social ETF
DSI
$5.04B
$794K 0.43%
+6,161
BITB icon
61
Bitwise Bitcoin ETF
BITB
$2.52B
$793K 0.43%
16,669
-1,403
IBIT icon
62
iShares Bitcoin Trust
IBIT
$49.9B
$771K 0.41%
+15,530
TLH icon
63
iShares 10-20 Year Treasury Bond ETF
TLH
$12.8B
$728K 0.39%
+7,163
IAGG icon
64
iShares Core International Aggregate Bond Fund
IAGG
$11.9B
$727K 0.39%
14,539
+4,468
SHLD icon
65
Global X Defense Tech ETF
SHLD
$7.52B
$725K 0.39%
+11,194
OEF icon
66
iShares S&P 100 ETF
OEF
$28.6B
$709K 0.38%
+2,068
DFIV icon
67
Dimensional International Value ETF
DFIV
$18.8B
$703K 0.38%
14,091
-50
VGLT icon
68
Vanguard Long-Term Treasury ETF
VGLT
$10.4B
$661K 0.36%
11,853
-1,146
SCHA icon
69
Schwab U.S Small- Cap ETF
SCHA
$20.7B
$621K 0.33%
21,790
-12,998
XLI icon
70
State Street Industrial Select Sector SPDR ETF
XLI
$31.8B
$610K 0.33%
+3,933
GARP
71
iShares MSCI USA Quality GARP ETF
GARP
$1.29B
$597K 0.32%
+8,767
BGRN icon
72
iShares USD Green Bond ETF
BGRN
$457M
$546K 0.29%
11,382
+63
VEA icon
73
Vanguard FTSE Developed Markets ETF
VEA
$219B
$543K 0.29%
8,687
+355
VTV icon
74
Vanguard Value ETF
VTV
$171B
$541K 0.29%
2,830
+3
DFIC icon
75
Dimensional International Core Equity 2 ETF
DFIC
$13.6B
$521K 0.28%
15,106
-3,082
1 2
3
4 5