AIM

Archer Investment Management Portfolio holdings

AUM $138M
This Quarter Return
-2.51%
1 Year Return
3 Year Return
5 Year Return
10 Year Return
AUM
$162M
AUM Growth
Cap. Flow
+$162M
Cap. Flow %
100%
Top 10 Hldgs %
64.14%
Holding
58
New
58
Increased
Reduced
Closed

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 Shares
Change %
Capital Flow
SCHR icon
1
Schwab Intermediately-Term US Treasury ETF
SCHR
$11.5B
$16.9M 10.43%
+697,449
New +$16.9M
QLTY icon
2
GMO US Quality ETF
QLTY
$2.42B
$14.8M 9.12%
+463,217
New +$14.8M
USMF icon
3
WisdomTree US Multifactor Fund
USMF
$404M
$13.7M 8.45%
+276,149
New +$13.7M
DFGP icon
4
Dimensional Global Core Plus Fixed Income ETF
DFGP
$1.75B
$13.3M 8.21%
+252,270
New +$13.3M
VEU icon
5
Vanguard FTSE All-World ex-US ETF
VEU
$48.6B
$9.55M 5.88%
+166,331
New +$9.55M
DGRW icon
6
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
$16.3B
$9.34M 5.75%
+115,404
New +$9.34M
IQLT icon
7
iShares MSCI Intl Quality Factor ETF
IQLT
$12.8B
$8.51M 5.24%
+229,282
New +$8.51M
FLDR icon
8
Fidelity Low Duration Bond Factor ETF
FLDR
$998M
$6.86M 4.22%
+137,358
New +$6.86M
TLT icon
9
iShares 20+ Year Treasury Bond ETF
TLT
$47.8B
$5.84M 3.59%
+66,844
New +$5.84M
CVMC icon
10
Calvert US Mid-Cap Core Responsible Index ETF
CVMC
$78.9M
$5.29M 3.26%
+89,018
New +$5.29M
SCHB icon
11
Schwab US Broad Market ETF
SCHB
$36.2B
$5.01M 3.09%
+220,800
New +$5.01M
DFSB icon
12
Dimensional Global Sustainability Fixed Income ETF
DFSB
$511M
$4.55M 2.8%
+89,281
New +$4.55M
USSG icon
13
Xtrackers MSCI USA ESG Leaders Equity ETF
USSG
$577M
$3.76M 2.31%
+69,571
New +$3.76M
RSP icon
14
Invesco S&P 500 Equal Weight ETF
RSP
$74.2B
$3.73M 2.3%
+21,302
New +$3.73M
SCHO icon
15
Schwab Short-Term US Treasury ETF
SCHO
$11.7B
$3.52M 2.17%
+146,451
New +$3.52M
DFSI icon
16
Dimensional International Sustainability Core 1 ETF
DFSI
$790M
$2.91M 1.79%
+88,457
New +$2.91M
CVIE icon
17
Calvert International Responsible Index ETF
CVIE
$219M
$2.9M 1.79%
+52,572
New +$2.9M
DFSD icon
18
Dimensional Short-Duration Fixed Income ETF
DFSD
$5.12B
$2.47M 1.52%
+52,715
New +$2.47M
SCHA icon
19
Schwab U.S Small- Cap ETF
SCHA
$18.6B
$2.25M 1.39%
+87,198
New +$2.25M
FUTY icon
20
Fidelity MSCI Utilities Index ETF
FUTY
$1.95B
$1.78M 1.09%
+36,416
New +$1.78M
BITB icon
21
Bitwise Bitcoin ETF
BITB
$4.16B
$1.69M 1.04%
+33,333
New +$1.69M
IWC icon
22
iShares Micro-Cap ETF
IWC
$904M
$1.65M 1.02%
+12,661
New +$1.65M
AVUV icon
23
Avantis US Small Cap Value ETF
AVUV
$18.2B
$1.39M 0.85%
+14,361
New +$1.39M
INTF icon
24
iShares International Equity Factor ETF
INTF
$2.34B
$1.38M 0.85%
+48,164
New +$1.38M
XVV icon
25
iShares ESG Screened S&P 500 ETF
XVV
$445M
$1.35M 0.83%
+29,845
New +$1.35M