AIM

Archer Investment Management Portfolio holdings

AUM $163M
1-Year Est. Return 8.67%
This Quarter Est. Return
1 Year Est. Return
+8.67%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$162M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
58
New
Increased
Reduced
Closed

Top Buys

1
+$16.9M
2
+$14.8M
3
+$13.7M
4
DFGP icon
Dimensional Global Core Plus Fixed Income ETF
DFGP
+$13.3M
5
VEU icon
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 Change
in Stake 		Capital Flow
51
$268K 0.16%
+4,722
52
$255K 0.16%
+604
53
$240K 0.15%
+410
54
$235K 0.15%
+437
55
$235K 0.14%
+1,267
56
$228K 0.14%
+1,412
57
$205K 0.13%
+8,121
58
$122K 0.08%
+13,234
1 2
3