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
$186M
AUM Growth
+$23.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
120
New
Increased
Reduced
Closed

Top Buys

1
+$5.05M
2
+$4.49M
3
+$4.39M
4
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$3.88M
5
IVW icon
iShares S&P 500 Growth ETF
IVW
+$3.81M

Top Sells

1
+$5.12M
2
+$4.97M
3
+$4.48M
4
IQLT icon
iShares MSCI Intl Quality Factor ETF
IQLT
+$3.23M
5
USMF icon
WisdomTree US Multifactor Fund
USMF
+$3.18M

Sector Composition

1 Technology 1.22%
2 Consumer Discretionary 0.18%
3 Communication Services 0.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
INMU icon
76
BlackRock Intermediate Muni Income Bond ETF
INMU
$267M
$508K 0.27%
+21,152
DFAI icon
77
Dimensional International Core Equity Market ETF
DFAI
$13.3B
$502K 0.27%
13,182
-1,920
SPTL icon
78
State Street SPDR Portfolio Long Term Treasury ETF
SPTL
$11B
$488K 0.26%
+18,426
ICLN icon
79
iShares Global Clean Energy ETF
ICLN
$2.02B
$482K 0.26%
29,322
-8,772
USXF icon
80
iShares ESG Advanced MSCI USA ETF
USXF
$1.24B
$459K 0.25%
+7,971
XLV icon
81
State Street Health Care Select Sector SPDR ETF
XLV
$41.3B
$455K 0.24%
+2,937
EMB icon
82
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
$16.6B
$449K 0.24%
+4,663
IEMG icon
83
iShares Core MSCI Emerging Markets ETF
IEMG
$129B
$448K 0.24%
+6,657
EUSB icon
84
iShares ESG Advanced Universal USD Bond ETF
EUSB
$699M
$426K 0.23%
+9,710
VTEB icon
85
Vanguard Tax-Exempt Bond Index Fund
VTEB
$42.8B
$426K 0.23%
+8,469
SPMB icon
86
State Street SPDR Portfolio Mortgage Backed Bond ETF
SPMB
$6.7B
$420K 0.23%
+18,743
XSHQ icon
87
Invesco S&P SmallCap Quality ETF
XSHQ
$258M
$418K 0.22%
9,918
-1,025
VXUS icon
88
Vanguard Total International Stock ETF
VXUS
$126B
$417K 0.22%
+5,525
VIG icon
89
Vanguard Dividend Appreciation ETF
VIG
$104B
$386K 0.21%
+1,756
RING icon
90
iShares MSCI Global Gold Miners ETF
RING
$3.3B
$367K 0.2%
+4,981
BNDX icon
91
Vanguard Total International Bond ETF
BNDX
$74.7B
$367K 0.2%
+7,588
MSFT icon
92
Microsoft
MSFT
$3.39T
$364K 0.2%
753
+62
SCHO icon
93
Schwab Short-Term US Treasury ETF
SCHO
$11.9B
$363K 0.2%
14,902
-1,613
NXPI icon
94
NXP Semiconductors
NXPI
$60B
$362K 0.2%
1,670
+1
XLY icon
95
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
$24.5B
$352K 0.19%
+2,948
EFG icon
96
iShares MSCI EAFE Growth ETF
EFG
$9.8B
$342K 0.18%
+3,005
AMZN icon
97
Amazon
AMZN
$2.55T
$339K 0.18%
1,468
-35
XLC icon
98
State Street Communication Services Select Sector SPDR ETF
XLC
$26.7B
$337K 0.18%
+2,866
VSGX icon
99
Vanguard ESG International Stock ETF
VSGX
$5.87B
$287K 0.15%
4,012
NVDA icon
100
NVIDIA
NVDA
$4.55T
$283K 0.15%
1,519
+104
1 2 3
4
5