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
ICVT icon
101
iShares Convertible Bond ETF
ICVT
$4.31B
$272K 0.15%
+2,763
SIVR icon
102
abrdn Physical Silver Shares ETF
SIVR
$6.8B
$268K 0.14%
+3,957
XJR icon
103
iShares ESG Screened S&P Small-Cap ETF
XJR
$114M
$264K 0.14%
6,191
-655
EVUS icon
104
iShares ESG Aware MSCI USA Value ETF
EVUS
$259M
$264K 0.14%
+8,227
CSCO icon
105
Cisco
CSCO
$297B
$258K 0.14%
3,352
-17
SCZ icon
106
iShares MSCI EAFE Small-Cap ETF
SCZ
$13.2B
$258K 0.14%
3,328
ACWX icon
107
iShares MSCI ACWI ex US ETF
ACWX
$8.5B
$255K 0.14%
3,801
+165
GOOG icon
108
Alphabet (Google) Class C
GOOG
$4.02T
$253K 0.14%
+807
BND icon
109
Vanguard Total Bond Market
BND
$147B
$238K 0.13%
3,213
-360
VBK icon
110
Vanguard Small-Cap Growth ETF
VBK
$22.2B
$226K 0.12%
+748
IEF icon
111
iShares 7-10 Year Treasury Bond ETF
IEF
$46B
$224K 0.12%
+2,331
HIMU
112
iShares High Yield Muni Active ETF
HIMU
$2.41B
$224K 0.12%
+4,594
VOO icon
113
Vanguard S&P 500 ETF
VOO
$852B
$216K 0.12%
344
-6
VUG icon
114
Vanguard Growth ETF
VUG
$203B
$211K 0.11%
+432
LCTD icon
115
iShares World ex U.S. Carbon Transition Readiness Aware Active ETF
LCTD
$233M
$208K 0.11%
+3,805
SPYV icon
116
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
$32.5B
$204K 0.11%
+3,597
STIP icon
117
iShares 0-5 Year TIPS Bond ETF
STIP
$12.8B
$204K 0.11%
+1,995
META icon
118
Meta Platforms (Facebook)
META
$1.56T
– –
-6,771
DUHP icon
119
Dimensional US High Profitability ETF
DUHP
$10.5B
– –
-6,504
DELL icon
120
Dell
DELL
$79.3B
– –
-1,740
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5