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
$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
DUHP icon
51
Dimensional US High Profitability ETF
DUHP
$9.59B
$229K 0.17%
6,451
-5,399
DFAX icon
52
Dimensional World ex US Core Equity 2 ETF
DFAX
$9.62B
$228K 0.17%
7,750
-5,903
VOO icon
53
Vanguard S&P 500 ETF
VOO
$764B
$226K 0.16%
398
+8
AVUV icon
54
Avantis US Small Cap Value ETF
AVUV
$18.1B
– –
-4,587
DELL icon
55
Dell
DELL
$98.3B
– –
-8,691
DFAU icon
56
Dimensional US Core Equity Market ETF
DFAU
$9.43B
– –
-6,349
DFSD icon
57
Dimensional Short-Duration Fixed Income ETF
DFSD
$5.26B
– –
-50,789
DFUV icon
58
Dimensional US Marketwide Value ETF
DFUV
$12.3B
– –
-5,405
FLDR icon
59
Fidelity Low Duration Bond Factor ETF
FLDR
$1.03B
– –
-147,956
VXUS icon
60
Vanguard Total International Stock ETF
VXUS
$107B
– –
-9,229
ETHE
61
Grayscale Ethereum Trust ETF
ETHE
$3.9B
– –
-19,502
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