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
$163M
AUM Growth
+$25M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
63
New
Increased
Reduced
Closed

Top Buys

1
+$8.08M
2
+$6.64M
3
+$5.04M
4
SCHC icon
Schwab International Small-Cap Equity ETF
SCHC
+$4.88M
5
ESGE icon
iShares ESG Aware MSCI EM ETF
ESGE
+$2.64M

Top Sells

1
+$4.45M
2
+$2.8M
3
+$2.25M
4
FUTY icon
Fidelity MSCI Utilities Index ETF
FUTY
+$1.87M
5
ETH
Grayscale Ethereum Staking Mini ETF Shares
ETH
+$1.21M

Sector Composition

1 Communication Services 3.05%
2 Technology 1.5%
3 Consumer Discretionary 0.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$15M 9.24%
270,671
+9,786
2
$14.7M 9%
583,202
-111,891
3
$9.09M 5.59%
127,414
-3,028
4
$8.54M 5.24%
163,353
+13,177
5
$8.51M 5.23%
192,517
+4,485
6
$8.27M 5.08%
228,620
-730
7
$8.13M 4.99%
+73,104
8
$8.09M 4.97%
80,379
-44,223
9
$6.87M 4.22%
+228,348
10
$5.53M 3.4%
61,852
-25,737
11
$5.36M 3.29%
60,228
+1,883
12
$5.06M 3.11%
+111,182
13
$4.97M 3.05%
+6,771
14
$4.75M 2.92%
89,134
+2,494
15
$3.59M 2.2%
139,574
-8,992
16
$3.34M 2.05%
81,571
+6,747
17
$3.21M 1.97%
50,595
-294
18
$3.04M 1.87%
44,615
+3,432
19
$2.81M 1.73%
+64,803
20
$2.28M 1.4%
58,257
-32,669
21
$2.22M 1.37%
36,240
+193
22
$2.18M 1.34%
11,501
+2,130
23
$2.11M 1.3%
+37,197
24
$1.86M 1.14%
48,103
-2,603
25
$1.83M 1.12%
30,428
-1,930
1
2 3