AIM

Archer Investment Management Portfolio holdings

AUM $186M
1-Year Est. Return 12.22%
This Quarter Est. Return
1 Year Est. Return
+12.22%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$138M
AUM Growth
-$6.79M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
61
New
Increased
Reduced
Closed

Top Buys

1
+$12.5M
2
+$1.29M
3
+$914K
4
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$840K
5
BTC
Grayscale Bitcoin Mini Trust ETF
BTC
+$730K

Top Sells

1
+$7.42M
2
+$3.12M
3
+$2.55M
4
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$2.49M
5
DFSD icon
Dimensional Short-Duration Fixed Income ETF
DFSD
+$2.41M

Sector Composition

1 Technology 1.36%
2 Consumer Discretionary 0.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$229K 0.17%
6,451
-5,399
52
$228K 0.17%
7,750
-5,903
53
$226K 0.16%
398
+8
54
– –
-8,691
55
– –
-6,349
56
– –
-50,789
57
– –
-5,405
58
– –
-147,956
59
– –
-9,229
60
– –
-19,502
61
– –
-4,587
1 2
3