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
SCZ icon
126
iShares MSCI EAFE Small-Cap ETF
SCZ
$14.4B
– –
-3,328
SCHO icon
127
Schwab Short-Term US Treasury ETF
SCHO
$12.1B
– –
-14,902
SCHC icon
128
Schwab International Small-Cap Equity ETF
SCHC
$5.57B
– –
-73,790
SCHA icon
129
Schwab U.S Small- Cap ETF
SCHA
$21.6B
– –
-21,790
RING icon
130
iShares MSCI Global Gold Miners ETF
RING
$3.4B
– –
-4,981
OEF icon
131
iShares S&P 100 ETF
OEF
$19.2B
– –
-2,068
LQD icon
132
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
$31.1B
– –
-7,955
IEUR icon
133
iShares Core MSCI Europe ETF
IEUR
$8.89B
– –
-13,772
IEF icon
134
iShares 7-10 Year Treasury Bond ETF
IEF
$49.4B
– –
-2,331
ICLN icon
135
iShares Global Clean Energy ETF
ICLN
$2.3B
– –
-29,322
EMB icon
136
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
$14.4B
– –
-4,663
DFSB icon
137
Dimensional Global Sustainability Fixed Income ETF
DFSB
$655M
– –
-71,624
DFGP icon
138
Dimensional Global Core Plus Fixed Income ETF
DFGP
$2.39B
– –
-176,015
BND icon
139
Vanguard Total Bond Market
BND
$152B
– –
-3,213
BITB icon
140
Bitwise Bitcoin ETF
BITB
$2.89B
– –
-16,669
BGRN icon
141
iShares USD Green Bond ETF
BGRN
$467M
– –
-11,382
ARKF icon
142
ARK Blockchain & Fintech Innovation ETF
ARKF
$859M
– –
-24,672
AMZN icon
143
Amazon
AMZN
$2.69T
– –
-1,468
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