AIM

Archer Investment Management Portfolio holdings

AUM $163M
1-Year Est. Return 8.67%
This Quarter Est. Return
1 Year Est. Return
+8.67%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$162M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
58
New
Increased
Reduced
Closed

Top Buys

1
+$16.9M
2
+$14.8M
3
+$13.7M
4
DFGP icon
Dimensional Global Core Plus Fixed Income ETF
DFGP
+$13.3M
5
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$9.55M

Top Sells

No sells this quarter

Sector Composition

1 Technology 0.72%
2 Consumer Discretionary 0.17%
3 Financials 0.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$16.9M 10.43%
+697,449
2
$14.8M 9.12%
+463,217
3
$13.7M 8.45%
+276,149
4
$13.3M 8.21%
+252,270
5
$9.55M 5.88%
+166,331
6
$9.34M 5.75%
+115,404
7
$8.51M 5.24%
+229,282
8
$6.86M 4.22%
+137,358
9
$5.84M 3.59%
+66,844
10
$5.29M 3.26%
+89,018
11
$5.01M 3.09%
+220,800
12
$4.55M 2.8%
+89,281
13
$3.76M 2.31%
+69,571
14
$3.73M 2.3%
+21,302
15
$3.52M 2.17%
+146,451
16
$2.91M 1.79%
+88,457
17
$2.9M 1.79%
+52,572
18
$2.47M 1.52%
+52,715
19
$2.25M 1.39%
+87,198
20
$1.78M 1.09%
+36,416
21
$1.69M 1.04%
+33,333
22
$1.65M 1.02%
+12,661
23
$1.39M 0.85%
+14,361
24
$1.38M 0.85%
+48,164
25
$1.35M 0.83%
+29,845
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