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AIM

Archer Investment Management Portfolio holdings

AUM $293M
1-Year Est. Return 16.72%
This Fund
S&P 500
This Quarter Est. Return
+13.11%
1 Year Est. Return
+16.72%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$293M
AUM Growth
+$54.9M
Cap. Flow
+$26.2M
Cap. Flow %
8.96%
Top 10 Hldgs %
45.19%
Holding
120
New
12
Increased
41
Reduced
56
Closed
10

Top Buys

1
IVV icon
iShares Core S&P 500 ETF
IVV
+$17.2M
2
IALT
iShares Systematic Alternatives Active ETF
IALT
+$8.23M
3
GOVT icon
iShares US Treasury Bond ETF
GOVT
+$4.28M
4
PZA icon
Invesco National AMT-Free Municipal Bond ETF
PZA
+$3.01M
5
NCIQ
Hashdex Nasdaq CME Crypto Index ETF
NCIQ
+$2.58M

Top Sells

1
QUAL icon
iShares MSCI USA Quality Factor ETF
QUAL
+$4.72M
2
EAGG icon
iShares ESG Aware US Aggregate Bond ETF
EAGG
+$4.18M
3
SUSC icon
iShares ESG Aware USD Corporate Bond ETF
SUSC
+$3.81M
4
IBIT icon
iShares Bitcoin Trust
IBIT
+$2.76M
5
IVE icon
iShares S&P 500 Value ETF
IVE
+$2.22M

Sector Composition

1 Technology 1.09%
2 Industrials 0.84%
3 Communication Services 0.11%
4 Consumer Discretionary 0.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
IETC icon
101
iShares US Tech Independence Focused ETF
IETC
$737M
$234K 0.08%
+2,176
New +$227K
ETHW
102
Bitwise Ethereum ETF
ETHW
$196M
$229K 0.08%
+20,277
New +$298K
IEMG icon
103
iShares Core MSCI Emerging Markets ETF
IEMG
$151B
$223K 0.08%
2,688
-2,417
-47% -$193K
ICVT icon
104
iShares Convertible Bond ETF
ICVT
$7.22B
$219K 0.07%
1,797
-3,591
-67% -$416K
MSFT icon
105
Microsoft
MSFT
$3.01T
$218K 0.07%
584
– –
DFSI
106
Dimensional International Sustainability Core 1 ETF
DFSI
$1.11B
$213K 0.07%
4,713
-4,259
-47% -$191K
ITA icon
107
iShares US Aerospace & Defense ETF
ITA
$13.7B
$212K 0.07%
873
-130
-13% -$29.6K
IWD icon
108
iShares Russell 1000 Value ETF
IWD
$82.3B
$208K 0.07%
856
-87
-9% -$20.3K
VT icon
109
Vanguard Total World Stock ETF
VT
$77.2B
$203K 0.07%
+1,291
New +$197K
FTMU
110
Franklin Municipal Income ETF
FTMU
$500M
$196K 0.07%
+24,671
New +$194K
ACWX icon
111
iShares MSCI ACWI ex US ETF
ACWX
$11.4B
– –
-3,766
Closed -$258K
FGDL icon
112
Franklin Responsibly Sourced Gold ETF
FGDL
$411M
– –
-3,396
Closed -$211K
GLDM icon
113
SPDR Gold MiniShares Trust
GLDM
$26.9B
– –
-3,500
Closed -$324K
IAGG icon
114
iShares Core International Aggregate Bond Fund
IAGG
$10.6B
– –
-6,870
Closed -$344K
IEFA icon
115
iShares Core MSCI EAFE ETF
IEFA
$187B
– –
-2,821
Closed -$255K
SCHR
116
Schwab Intermediately-Term US Treasury ETF
SCHR
$13.3B
– –
-8,352
Closed -$208K
TIP icon
117
iShares TIPS Bond ETF
TIP
$14.4B
– –
-1,828
Closed -$202K
TLH icon
118
iShares 10-20 Year Treasury Bond ETF
TLH
$11B
– –
-2,662
Closed -$268K
XLF icon
119
State Street Financial Select Sector SPDR ETF
XLF
$55B
– –
-4,525
Closed -$223K
LMUB
120
iShares Long-Term National Muni Bond ETF
LMUB
$1.69B
– –
-13,555
Closed -$677K
1 2 3 4
5

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