AIM

Archer Investment Management Portfolio holdings

AUM $186M
1-Year Est. Return 12.22%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+12.22%
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
VSGX icon
51
Vanguard ESG International Stock ETF
VSGX
$6.16B
$278K 0.17%
4,012
-34
BND icon
52
Vanguard Total Bond Market
BND
$151B
$266K 0.16%
3,573
-297
NVDA icon
53
NVIDIA
NVDA
$4.45T
$264K 0.16%
1,415
-107
SCZ icon
54
iShares MSCI EAFE Small-Cap ETF
SCZ
$14.3B
$255K 0.16%
3,328
DELL icon
55
Dell
DELL
$99.4B
$247K 0.15%
+1,740
DUHP icon
56
Dimensional US High Profitability ETF
DUHP
$11B
$246K 0.15%
6,504
+53
ACWX icon
57
iShares MSCI ACWI ex US ETF
ACWX
$9.36B
$236K 0.15%
3,636
-866
CSCO icon
58
Cisco
CSCO
$310B
$231K 0.14%
+3,369
VOO icon
59
Vanguard S&P 500 ETF
VOO
$856B
$214K 0.13%
350
-48
DFAX icon
60
Dimensional World ex US Core Equity 2 ETF
DFAX
$11.4B
– –
-7,750
QUAL icon
61
iShares MSCI USA Quality Factor ETF
QUAL
$50.2B
– –
-1,337
TBLU
62
Tortoise Global Water Fund
TBLU
$58.9M
– –
-12,092
FUTY icon
63
Fidelity MSCI Utilities Index ETF
FUTY
$2.48B
– –
-35,559
1 2
3