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AIM

Archer Investment Management Portfolio holdings

AUM $293M
1-Year Est. Return 16.72%
This Fund
S&P 500
This Quarter Est. Return
+13.11%
1 Year Est. Return
+16.72%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$293M
AUM Growth
+$54.9M
Cap. Flow
+$26.2M
Cap. Flow %
8.96%
Top 10 Hldgs %
45.19%
Holding
120
New
12
Increased
41
Reduced
56
Closed
10

Top Buys

1
IVV icon
iShares Core S&P 500 ETF
IVV
+$17.2M
2
IALT
iShares Systematic Alternatives Active ETF
IALT
+$8.23M
3
GOVT icon
iShares US Treasury Bond ETF
GOVT
+$4.28M
4
PZA icon
Invesco National AMT-Free Municipal Bond ETF
PZA
+$3.01M
5
NCIQ
Hashdex Nasdaq CME Crypto Index ETF
NCIQ
+$2.58M

Top Sells

1
QUAL icon
iShares MSCI USA Quality Factor ETF
QUAL
+$4.72M
2
EAGG icon
iShares ESG Aware US Aggregate Bond ETF
EAGG
+$4.18M
3
SUSC icon
iShares ESG Aware USD Corporate Bond ETF
SUSC
+$3.81M
4
IBIT icon
iShares Bitcoin Trust
IBIT
+$2.76M
5
IVE icon
iShares S&P 500 Value ETF
IVE
+$2.22M

Sector Composition

1 Technology 1.09%
2 Industrials 0.84%
3 Communication Services 0.11%
4 Consumer Discretionary 0.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
XLI icon
51
State Street Industrial Select Sector SPDR ETF
XLI
$33.5B
$1.39M 0.48%
7,514
+5,389
+254% +$937K
USMF icon
52
WisdomTree US Multifactor Fund
USMF
$300M
$1.32M 0.45%
24,356
-2,011
-8% -$105K
IUSB icon
53
iShares Core Universal USD Bond ETF
IUSB
$42.7B
$1.32M 0.45%
28,591
-23,098
-45% -$1.07M
SCMB icon
54
Schwab Municipal Bond ETF
SCMB
$3.97B
$1.26M 0.43%
48,787
+13,587
+39% +$349K
EFG icon
55
iShares MSCI EAFE Growth ETF
EFG
$16.5B
$1.22M 0.42%
9,843
+415
+4% +$50K
SPY icon
56
State Street SPDR S&P 500 ETF Trust
SPY
$782B
$1.22M 0.42%
+1,628
New +$1.18M
JQUA icon
57
JPMorgan US Quality Factor ETF
JQUA
$8.15B
$1.16M 0.4%
16,043
-362
-2% -$24.6K
USMV icon
58
iShares MSCI USA Min Vol Factor ETF
USMV
$23.2B
$1.14M 0.39%
11,857
+1,902
+19% +$181K
VOO icon
59
Vanguard S&P 500 ETF
VOO
$984B
$1.09M 0.37%
1,591
+1,249
+365% +$833K
SYSB
60
iShares Systematic Bond ETF
SYSB
$1.16B
$1.09M 0.37%
12,303
-1,767
-13% -$157K
ESGD icon
61
iShares ESG Aware MSCI EAFE ETF
ESGD
$11.8B
$1.07M 0.36%
10,367
+12
+0.1% +$1.22K
VGIT icon
62
Vanguard Intermediate-Term Treasury ETF
VGIT
$41.8B
$1M 0.34%
16,979
-1,114
-6% -$65.8K
AAPL icon
63
Apple
AAPL
$4.89T
$986K 0.34%
3,406
-33
-1% -$9.44K
STIP icon
64
iShares 0-5 Year TIPS Bond ETF
STIP
$15.8B
$969K 0.33%
9,487
+4,346
+85% +$448K
IQLT icon
65
iShares MSCI Intl Quality Factor ETF
IQLT
$13.6B
$960K 0.33%
19,384
-1,078
-5% -$52.7K
DGRW icon
66
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
$16.8B
$839K 0.29%
8,775
-457
-5% -$43.2K
VEA icon
67
Vanguard FTSE Developed Markets ETF
VEA
$227B
$807K 0.28%
11,323
+748
+7% +$52.1K
NVDA icon
68
NVIDIA
NVDA
$5.02T
$798K 0.27%
3,987
+1,821
+84% +$374K
ICLN icon
69
iShares Global Clean Energy ETF
ICLN
$2.48B
$772K 0.26%
+37,688
New +$782K
VWO icon
70
Vanguard FTSE Emerging Markets ETF
VWO
$121B
$743K 0.25%
12,455
+2,147
+21% +$126K
CVMC icon
71
Calvert US Mid-Cap Core Responsible Index ETF
CVMC
$107M
$714K 0.24%
9,376
-764
-8% -$54.3K
USSG icon
72
Xtrackers MSCI USA ESG Leaders Equity ETF
USSG
$571M
$683K 0.23%
9,832
-1,110
-10% -$74.4K
SCHF icon
73
Schwab International Equity ETF
SCHF
$65.7B
$668K 0.23%
24,127
-3,344
-12% -$90.2K
VXUS icon
74
Vanguard Total International Stock ETF
VXUS
$154B
$642K 0.22%
7,512
+4,869
+184% +$408K
HODL icon
75
VanEck Bitcoin Trust
HODL
$1.07B
$624K 0.21%
37,593
+26,449
+237% +$537K
1 2
3
4 5

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