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
$238M
AUM Growth
+$51.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
143
New
Increased
Reduced
Closed

Top Buys

1
+$13.4M
2
+$10.4M
3
+$9.25M
4
IVW icon
iShares S&P 500 Growth ETF
IVW
+$8.39M
5
DYNF icon
BlackRock US Equity Factor Rotation ETF
DYNF
+$6.79M

Top Sells

1
+$9.93M
2
+$9.52M
3
+$5.55M
4
TIP icon
iShares TIPS Bond ETF
TIP
+$5.27M
5
IQLT icon
iShares MSCI Intl Quality Factor ETF
IQLT
+$4.78M

Sector Composition

1 Technology 0.87%
2 Communication Services 0.11%
3 Consumer Discretionary 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
HODL icon
101
VanEck Bitcoin Trust
HODL
$1.39B
$214K 0.09%
+11,144
FGDL icon
102
Franklin Responsibly Sourced Gold ETF
FGDL
$495M
$211K 0.09%
+3,396
SCHR icon
103
Schwab Intermediately-Term US Treasury ETF
SCHR
$12.8B
$208K 0.09%
8,352
-396,226
XVV icon
104
iShares ESG Screened S&P 500 ETF
XVV
$651M
$208K 0.09%
4,222
-11,687
VOO icon
105
Vanguard S&P 500 ETF
VOO
$882B
$204K 0.09%
342
-2
VXUS icon
106
Vanguard Total International Stock ETF
VXUS
$143B
$204K 0.09%
2,643
-2,882
TIP icon
107
iShares TIPS Bond ETF
TIP
$14.1B
$202K 0.08%
1,828
-47,613
IWD icon
108
iShares Russell 1000 Value ETF
IWD
$74B
$201K 0.08%
+943
BDVL
109
iShares Disciplined Volatility Equity Active ETF
BDVL
$1.54B
– –
-58,959
HIMU
110
iShares High Yield Muni Active ETF
HIMU
$2.01B
– –
-4,594
BTC
111
Grayscale Bitcoin Mini Trust ETF
BTC
$3.29B
– –
-29,714
GARP
112
iShares MSCI USA Quality GARP ETF
GARP
$1.6B
– –
-8,767
ETH
113
Grayscale Ethereum Staking Mini ETF Shares
ETH
$1.9B
– –
-53,070
XLY icon
114
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
$22.9B
– –
-2,948
XLV icon
115
State Street Health Care Select Sector SPDR ETF
XLV
$38.3B
– –
-2,937
XLG icon
116
Invesco S&P 500 Top 50 ETF
XLG
$10.6B
– –
-36,513
XLC icon
117
State Street Communication Services Select Sector SPDR ETF
XLC
$25.7B
– –
-2,866
XJR icon
118
iShares ESG Screened S&P Small-Cap ETF
XJR
$131M
– –
-6,191
VSGX icon
119
Vanguard ESG International Stock ETF
VSGX
$6.28B
– –
-4,012
VGLT icon
120
Vanguard Long-Term Treasury ETF
VGLT
$9.95B
– –
-11,853
VBK icon
121
Vanguard Small-Cap Growth ETF
VBK
$22B
– –
-748
TLT icon
122
iShares 20+ Year Treasury Bond ETF
TLT
$42B
– –
-44,911
SPYV icon
123
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
$32.9B
– –
-3,597
SIVR icon
124
abrdn Physical Silver Shares ETF
SIVR
$5.38B
– –
-3,957
SGOV icon
125
iShares 0-3 Month Treasury Bond ETF
SGOV
$85.9B
– –
-55,266
2 3 4
5
6