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
$163M
AUM Growth
+$25M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
63
New
Increased
Reduced
Closed

Top Buys

1
+$8.08M
2
+$6.64M
3
+$5.04M
4
SCHC icon
Schwab International Small-Cap Equity ETF
SCHC
+$4.88M
5
ESGE icon
iShares ESG Aware MSCI EM ETF
ESGE
+$2.64M

Top Sells

1
+$4.45M
2
+$2.8M
3
+$2.25M
4
FUTY icon
Fidelity MSCI Utilities Index ETF
FUTY
+$1.87M
5
ETH
Grayscale Ethereum Staking Mini ETF Shares
ETH
+$1.21M

Sector Composition

1 Communication Services 3.05%
2 Technology 1.5%
3 Consumer Discretionary 0.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$278K 0.17%
4,012
-34
52
$266K 0.16%
3,573
-297
53
$264K 0.16%
1,415
-107
54
$255K 0.16%
3,328
55
$247K 0.15%
+1,740
56
$246K 0.15%
6,504
+53
57
$236K 0.15%
3,636
-866
58
$231K 0.14%
+3,369
59
$214K 0.13%
350
-48
60
– –
-7,750
61
– –
-1,337
62
– –
-12,092
63
– –
-35,559
1 2
3