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 |
iShares 20+ Year Treasury Bond ETF
TLT
|
+$1.02M |
| 2 |
Dimensional US Core Equity 2 ETF
DFAC
|
+$945K |
| 3 |
ETH
Grayscale Ethereum Mini Trust ETF
ETH
|
+$843K |
| 4 |
Dell
DELL
|
+$792K |
| 5 |
Vanguard Total Stock Market ETF
VTI
|
+$589K |
Top Sells
| 1 |
GMO US Quality ETF
QLTY
|
+$4.46M |
| 2 |
WisdomTree US Multifactor Fund
USMF
|
+$3.78M |
| 3 |
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
|
+$2.77M |
| 4 |
Invesco S&P 500 Equal Weight ETF
RSP
|
+$1.33M |
| 5 |
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% |
