AIM
Archer Investment Management Portfolio holdings
AUM $138M
This Quarter Return
+0.19%
1 Year Return
–
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$145M
AUM Growth
-$17.9M (-11%)
Cap. Flow
-$17.6M
Cap. Flow % of AUM
-12.18%
Top 10 Holdings %Top 10 Hldgs %
64.89%
Holding
65
New
7
Increased
12
Reduced
38
Closed
8
Top Buys
| 1 | $1.02M | |
| 2 | $945K | |
| 3 | $843K | |
| 4 | $792K | |
| 5 | $589K |
Top Sells
| 1 | $4.46M | |
| 2 | $3.78M | |
| 3 | $2.77M | |
| 4 | $1.33M | |
| 5 | $1.32M |
Sector Composition
| 1 | Technology | 1.79% |
| 2 | Consumer Discretionary | 0.17% |
| 3 | Financials | 0% |
| # | Name | Market Value | Portfolio Weight | Shares or Principal | Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|---|
| $280K | 0.19% | 4,750 +28 | +0.6% | +$1.65K | |||
| $251K | 0.17% | 1,318 +49 | +4% | +$9.32K | |||
| $244K | 0.17% | 6,349 -2,521 | -28% | -$96.9K | |||
| $238K | 0.17% | 635 +31 | +5% | +$11.6K | |||
| $223K | 0.15% | 5,405 -3,907 | -42% | -$161K | |||
| $211K | 0.15% | +3,328 | New | +$211K | |||
| $200K | 0.14% | 390 -47 | -11% | -$24.2K | |||
| – | – | -13,234 | Closed | -$122K | |||
| – | – | -29,550 | Closed | -$750K | |||
| – | – | -10,339 | Closed | -$318K | |||
| – | – | -8,121 | Closed | -$205K | |||
| – | – | -1,267 | Closed | -$235K | |||
| – | – | -410 | Closed | -$240K | |||
| – | – | -1,412 | Closed | -$228K | |||
| – | – | -5,067 | Closed | -$580K |
