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
$1.23B
$214K 0.09%
+11,144
FGDL icon
102
Franklin Responsibly Sourced Gold ETF
FGDL
$468M
$211K 0.09%
+3,396
SCHR icon
103
Schwab Intermediately-Term US Treasury ETF
SCHR
$13B
$208K 0.09%
8,352
-396,226
XVV icon
104
iShares ESG Screened S&P 500 ETF
XVV
$653M
$208K 0.09%
4,222
-11,687
VOO icon
105
Vanguard S&P 500 ETF
VOO
$977B
$204K 0.09%
342
-2
VXUS icon
106
Vanguard Total International Stock ETF
VXUS
$151B
$204K 0.09%
2,643
-2,882
TIP icon
107
iShares TIPS Bond ETF
TIP
$15.2B
$202K 0.08%
1,828
-47,613
IWD icon
108
iShares Russell 1000 Value ETF
IWD
$75.5B
$201K 0.08%
+943
DFGP icon
109
Dimensional Global Core Plus Fixed Income ETF
DFGP
$2.57B
– –
-176,015
DFSB icon
110
Dimensional Global Sustainability Fixed Income ETF
DFSB
$705M
– –
-71,624
EMB icon
111
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
$14.2B
– –
-4,663
ICLN icon
112
iShares Global Clean Energy ETF
ICLN
$3.22B
– –
-29,322
OEF icon
113
iShares S&P 100 ETF
OEF
$20.7B
– –
-2,068
RING icon
114
iShares MSCI Global Gold Miners ETF
RING
$2.79B
– –
-4,981
SCZ icon
115
iShares MSCI EAFE Small-Cap ETF
SCZ
$14.8B
– –
-3,328
VBK icon
116
Vanguard Small-Cap Growth ETF
VBK
$23.8B
– –
-748
XLV icon
117
State Street Health Care Select Sector SPDR ETF
XLV
$38.3B
– –
-2,937
XLY icon
118
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
$23.7B
– –
-2,948
ETH
119
Grayscale Ethereum Staking Mini ETF Shares
ETH
$1.83B
– –
-53,070
GARP
120
iShares MSCI USA Quality GARP ETF
GARP
$2.49B
– –
-8,767
BTC
121
Grayscale Bitcoin Mini Trust ETF
BTC
$3.89B
– –
-29,714
HIMU
122
iShares High Yield Muni Active ETF
HIMU
$2.23B
– –
-4,594
AMZN icon
123
Amazon
AMZN
$2.91T
– –
-1,468
ARKF icon
124
ARK Blockchain & Fintech Innovation ETF
ARKF
$836M
– –
-24,672
BGRN icon
125
iShares USD Green Bond ETF
BGRN
$478M
– –
-11,382
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