AIM
Archer Investment Management Portfolio holdings
AUM
$138M
This Quarter Return
-2.51%
1 Year Return
–
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$162M
AUM Growth
–
Cap. Flow
+$162M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
64.14%
Holding
58
New
58
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Schwab Intermediately-Term US Treasury ETF
SCHR
|
$16.9M |
| 2 |
GMO US Quality ETF
QLTY
|
$14.8M |
| 3 |
WisdomTree US Multifactor Fund
USMF
|
$13.7M |
| 4 |
Dimensional Global Core Plus Fixed Income ETF
DFGP
|
$13.3M |
| 5 |
Vanguard FTSE All-World ex-US ETF
VEU
|
$9.55M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 0.72% |
| 2 | Consumer Discretionary | 0.17% |
| 3 | Financials | 0.08% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
51
Vanguard ESG International Stock ETF
VSGX
$4.97B
| $268K | 0.16% |
+4,722
| New | +$268K |
|
52
Microsoft
MSFT
$3.77T
| $255K | 0.16% |
+604
| New | +$255K |
|
53
SPDR S&P 500 ETF Trust
SPY
$658B
| $240K | 0.15% |
+410
| New | +$240K |
|
54
Vanguard S&P 500 ETF
VOO
$726B
| $235K | 0.15% |
+437
| New | +$235K |
|
55
iShares Russell 1000 Value ETF
IWD
$63.5B
| $235K | 0.14% |
+1,267
| New | +$235K |
|
56
Vanguard Mid-Cap Value ETF
VOE
$18.8B
| $228K | 0.14% |
+1,412
| New | +$228K |
|
57
Dimensional International High Profitability ETF
DIHP
$4.38B
| $205K | 0.13% |
+8,121
| New | +$205K |
|
58
CleanSpark
CLSK
$2.66B
| $122K | 0.08% |
+13,234
| New | +$122K |
|