AIM

Archer Investment Management Portfolio holdings

AUM $238M
1-Year Est. Return 9.38%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+9.38%
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
+$1.27M
3
+$905K
4
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$830K
5
VGIT icon
Vanguard Intermediate-Term Treasury ETF
VGIT
+$700K

Top Sells

1
+$7.42M
2
+$2.89M
3
+$2.46M
4
DFSD icon
Dimensional Short-Duration Fixed Income ETF
DFSD
+$2.41M
5
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$2.35M

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
– –
-19,502
55
– –
-9,229
56
– –
-147,956
57
– –
-5,405
58
– –
-50,789
59
– –
-6,349
60
– –
-4,587
61
– –
-8,691
1 2
3