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
$238M
AUM Growth
+$51.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
143
New
Increased
Reduced
Closed

Top Buys

1
+$13.4M
2
+$10.4M
3
+$9.25M
4
IVW icon
iShares S&P 500 Growth ETF
IVW
+$8.39M
5
DYNF icon
BlackRock US Equity Factor Rotation ETF
DYNF
+$6.79M

Top Sells

1
+$9.93M
2
+$9.52M
3
+$5.55M
4
TIP icon
iShares TIPS Bond ETF
TIP
+$5.27M
5
IQLT icon
iShares MSCI Intl Quality Factor ETF
IQLT
+$4.78M

Sector Composition

1 Technology 0.87%
2 Communication Services 0.11%
3 Consumer Discretionary 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
EFG icon
51
iShares MSCI EAFE Growth ETF
EFG
$15.1B
$1.05M 0.44%
9,428
+6,423
JQUA icon
52
JPMorgan US Quality Factor ETF
JQUA
$7.26B
$1.01M 0.42%
+16,405
ESGD icon
53
iShares ESG Aware MSCI EAFE ETF
ESGD
$11.3B
$990K 0.42%
+10,355
VGT icon
54
Vanguard Information Technology ETF
VGT
$119B
$962K 0.4%
+1,379
IQLT icon
55
iShares MSCI Intl Quality Factor ETF
IQLT
$12.8B
$946K 0.4%
20,462
-101,085
USMV icon
56
iShares MSCI USA Min Vol Factor ETF
USMV
$23B
$923K 0.39%
+9,955
SCMB icon
57
Schwab Municipal Bond ETF
SCMB
$3.59B
$897K 0.38%
+35,200
AAPL icon
58
Apple
AAPL
$3.87T
$873K 0.37%
3,439
-225
DGRW icon
59
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
$16.2B
$811K 0.34%
9,232
-27,360
SCHF icon
60
Schwab International Equity ETF
SCHF
$62.8B
$680K 0.29%
27,471
-8,772
VEA icon
61
Vanguard FTSE Developed Markets ETF
VEA
$220B
$678K 0.29%
10,575
+1,888
LMUB
62
iShares Long-Term National Muni Bond ETF
LMUB
$1.43B
$677K 0.28%
+13,555
USSG icon
63
Xtrackers MSCI USA ESG Leaders Equity ETF
USSG
$527M
$653K 0.27%
10,942
-17,082
CVMC icon
64
Calvert US Mid-Cap Core Responsible Index ETF
CVMC
$81.8M
$649K 0.27%
10,140
-29,468
DFIV icon
65
Dimensional International Value ETF
DFIV
$19.2B
$605K 0.25%
11,454
-2,637
CVIE icon
66
Calvert International Responsible Index ETF
CVIE
$360M
$601K 0.25%
8,267
-27,098
MBB icon
67
iShares MBS ETF
MBB
$38.8B
$562K 0.24%
5,920
-8,514
VWO icon
68
Vanguard FTSE Emerging Markets ETF
VWO
$118B
$557K 0.23%
+10,308
ICVT icon
69
iShares Convertible Bond ETF
ICVT
$5.64B
$548K 0.23%
5,388
+2,625
STIP icon
70
iShares 0-5 Year TIPS Bond ETF
STIP
$14.8B
$532K 0.22%
5,141
+3,146
BITW
71
Bitwise 10 Crypto Index ETF
BITW
$1B
$515K 0.22%
+11,544
INTF icon
72
iShares International Equity Factor ETF
INTF
$3.35B
$511K 0.21%
13,108
-16,264
XLK icon
73
State Street Technology Select Sector SPDR ETF
XLK
$97.1B
$502K 0.21%
3,774
-4,252
SUSB icon
74
iShares ESG Aware 1-5 Year USD Corporate Bond ETF
SUSB
$1.08B
$487K 0.2%
+19,416
RSP icon
75
Invesco S&P 500 Equal Weight ETF
RSP
$88.2B
$485K 0.2%
2,525
-4,666
1 2
3
4 5