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
$145M
AUM Growth
-$17.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
65
New
Increased
Reduced
Closed

Top Buys

1
+$1.02M
2
+$945K
3
+$843K
4
DELL icon
Dell
DELL
+$792K
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$589K

Top Sells

1
+$4.46M
2
+$3.78M
3
+$2.77M
4
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$1.33M
5
CVMC icon
Calvert US Mid-Cap Core Responsible Index ETF
CVMC
+$1.32M

Sector Composition

1 Technology 1.79%
2 Consumer Discretionary 0.17%
3 Financials 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$16.4M 11.33%
658,564
-38,885
2
$12.7M 8.77%
237,243
-15,027
3
$10.2M 7.03%
167,499
+1,168
4
$10M 6.93%
320,539
-142,678
5
$9.92M 6.86%
199,906
-76,243
6
$9.29M 6.43%
234,040
+4,758
7
$7.42M 5.13%
147,956
+10,598
8
$7.11M 4.92%
78,068
+11,224
9
$6.45M 4.46%
80,767
-34,637
10
$4.39M 3.04%
85,306
-3,975
11
$3.79M 2.62%
176,173
-44,627
12
$3.73M 2.58%
65,830
-23,188
13
$3.08M 2.13%
88,405
-52
14
$2.72M 1.88%
46,924
-5,648
15
$2.63M 1.82%
108,173
-38,278
16
$2.41M 1.67%
50,789
-1,926
17
$2.36M 1.63%
13,644
-7,658
18
$2.31M 1.6%
45,893
-23,678
19
$2.02M 1.4%
61,224
+28,630
20
$1.76M 1.22%
34,483
-1,933
21
$1.46M 1.01%
84,518
+48,932
22
$1.4M 0.97%
59,646
-27,552
23
$1.38M 0.95%
30,694
-2,639
24
$1.29M 0.89%
41,754
-6,410
25
$1.24M 0.86%
5,602
+1,918
1
2 3