AIM

Archer Investment Management Portfolio holdings

AUM $186M
1-Year Est. Return 12.22%
This Quarter Est. Return
1 Year Est. Return
+12.22%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$138M
AUM Growth
-$6.79M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
61
New
Increased
Reduced
Closed

Top Buys

1
+$12.5M
2
+$1.29M
3
+$914K
4
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$840K
5
BTC
Grayscale Bitcoin Mini Trust ETF
BTC
+$730K

Top Sells

1
+$7.42M
2
+$3.12M
3
+$2.55M
4
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$2.49M
5
DFSD icon
Dimensional Short-Duration Fixed Income ETF
DFSD
+$2.41M

Sector Composition

1 Technology 1.36%
2 Consumer Discretionary 0.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$17.4M 12.63%
695,093
+36,529
2
$14.2M 10.32%
260,885
+23,642
3
$12.5M 9.11%
+124,602
4
$8.77M 6.36%
130,442
-37,057
5
$8.13M 5.9%
188,032
-46,008
6
$7.86M 5.7%
229,350
-91,189
7
$7.73M 5.61%
87,589
+9,521
8
$7.7M 5.59%
150,176
-49,730
9
$4.89M 3.55%
58,345
-22,422
10
$4.54M 3.3%
86,640
+1,334
11
$3.54M 2.57%
148,566
-27,607
12
$3.09M 2.24%
50,889
-14,941
13
$2.95M 2.14%
74,824
-13,581
14
$2.68M 1.95%
41,183
-5,741
15
$2.16M 1.57%
90,926
+6,408
16
$2.05M 1.49%
36,047
-9,846
17
$1.94M 1.4%
32,358
+11,826
18
$1.87M 1.36%
35,559
+1,076
19
$1.82M 1.32%
50,706
-10,518
20
$1.7M 1.24%
9,371
-4,273
21
$1.54M 1.12%
12,090
+1,002
22
$1.39M 1.01%
29,126
+15,279
23
$1.35M 0.98%
23,062
-7,632
24
$1.11M 0.81%
32,517
-9,237
25
$1.08M 0.79%
42,746
-16,900
1
2 3