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
$145M
AUM Growth
-$17.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
65
New
Increased
Reduced
Closed

Top Buys

1
+$1.02M
2
+$945K
3
+$843K
4
DELL icon
Dell
DELL
+$792K
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$589K

Top Sells

1
+$4.46M
2
+$3.78M
3
+$2.77M
4
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$1.33M
5
CVMC icon
Calvert US Mid-Cap Core Responsible Index ETF
CVMC
+$1.32M

Sector Composition

1 Technology 1.79%
2 Consumer Discretionary 0.17%
3 Financials 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$280K 0.19%
4,750
+28
52
$251K 0.17%
1,318
+49
53
$244K 0.17%
6,349
-2,521
54
$238K 0.17%
635
+31
55
$223K 0.15%
5,405
-3,907
56
$211K 0.15%
+3,328
57
$200K 0.14%
390
-47
58
– –
-5,067
59
– –
-1,412
60
– –
-410
61
– –
-1,267
62
– –
-8,121
63
– –
-10,339
64
– –
-29,550
65
– –
-13,234
1 2
3