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AIM
Archer Investment Management Portfolio holdings
AUM
$317M
Turnover
23.66%
1-Year Est. Return
11.87%
This Fund
S&P 500
This Quarter
Est. Return
+0.61%
1 Year Est. Return
+11.87%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$317M
AUM Growth
+$24.7M
(+8.4%)
Cap. Flow
+$22.8M
Cap. Flow
% of AUM
7.18%
Top 10 Holdings %
Top 10 Hldgs %
43.73%
Holding
131
New
21
Increased
41
Reduced
57
Closed
10
Avg Time Held Equity + Options
0.8
years
Top 10 Avg Time Held Equity + Options
0.4
years
Top 20 Avg Time Held Equity + Options
0.4
years
Avg Time Held Equity only
0.8
years
Top 10 Avg Time Held Equity only
0.4
years
Top 20 Avg Time Held Equity only
0.4
years
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
BlackRock US Industry Rotation ETF
INRO
|
+$5.84M |
| 2 |
SpaceX
SPCX
|
+$5.04M |
| 3 |
State Street SPDR Nuveen ICE Municipal Bond ETF
TFI
|
+$4.68M |
| 4 |
iShares Systematic Alternatives Active ETF
IALT
|
+$3.49M |
| 5 |
BlackRock Large Cap Core ETF
BLCR
|
+$3.46M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Invesco National AMT-Free Municipal Bond ETF
PZA
|
+$6.17M |
| 2 |
iShares MSCI USA Momentum Factor ETF
MTUM
|
+$4.92M |
| 3 |
State Street SPDR Portfolio Mortgage Backed Bond ETF
SPMB
|
+$2.28M |
| 4 |
iShares Core S&P 500 ETF
IVV
|
+$2.19M |
| 5 |
Vanguard Intermediate-Term Treasury ETF
VGIT
|
+$1M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Miscellaneous | 95.26% |
| 2 | Industrials | 2.49% |
| 3 | Technology | 1.8% |
| 4 | Financials | 0.2% |
| 5 | Consumer Discretionary | 0.15% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | Held Since | |
|---|---|---|---|---|---|---|---|
|
1
iShares Core S&P 500 ETF
IVV
$889B
| $31.3M | 9.87% |
40,877
-2,874
| -7% | -$2.19M |
2025 Q4
3 quarters
|
|
2
iShares International Country Rotation Active ETF
CORO
$12.9B
| $18.2M | 5.75% |
501,727
+45,262
| +10% | +$1.65M |
2026 Q1
2 quarters
|
|
3
BlackRock US Equity Factor Rotation ETF
DYNF
$42.2B
| $15.3M | 4.81% |
220,412
+14,130
| +7% | +$972K |
2025 Q4
3 quarters
|
|
4
iShares S&P 500 Growth ETF
IVW
$78.2B
| $15M | 4.71% |
105,159
+7,389
| +8% | +$1.02M |
2025 Q4
3 quarters
|
|
5
iShares S&P 500 Value ETF
IVE
$49.9B
| $12.7M | 3.99% |
55,521
-185
| -0.3% | -$43.2K |
2025 Q4
3 quarters
|
|
|
6
iShares Systematic Alternatives Active ETF
IALT
$5.67B
| $12.4M | 3.89% |
413,677
+120,425
| +41% | +$3.49M |
2026 Q2
1 quarter
|
|
|
7
BlackRock Large Cap Core ETF
BLCR
$9.61B
| $9.87M | 3.11% |
201,629
+70,072
| +53% | +$3.46M |
2026 Q1
2 quarters
|
|
8
iShares A.I. Innovation and Tech Active ETF
BAI
$13.3B
| $9.57M | 3.02% |
202,755
-9,230
| -4% | -$413K |
2025 Q4
3 quarters
|
|
9
iShares US Treasury Bond ETF
GOVT
$42B
| $7.78M | 2.45% |
355,685
+26,595
| +8% | +$596K |
2026 Q1
2 quarters
|
|
10
Global X Defense Tech ETF
SHLD
$6.45B
| $6.76M | 2.13% |
112,531
+13,980
| +14% | +$895K |
2025 Q4
3 quarters
|
|
11
State Street SPDR Portfolio Emerging Markets ETF
SPEM
$17.3B
| $6.49M | 2.05% |
125,479
+14,589
| +13% | +$757K |
2025 Q4
3 quarters
|
|
12
iShares U.S. Thematic Rotation Active ETF
THRO
$7.43B
| $6.11M | 1.93% |
138,964
+7,757
| +6% | +$337K |
2025 Q4
3 quarters
|
|
|
13
BlackRock US Industry Rotation ETF
INRO
$488M
| $5.89M | 1.86% |
+159,927
| New | +$5.84M |
2026 Q3
0 quarters
|
|
|
14
SpaceX
SPCX
$1.96T
| $5.5M | 1.73% |
+36,445
| New | +$5.04M |
2026 Q3
0 quarters
|
|
15
iShares U.S. Carbon Transition Readiness Aware Active ETF
LCTU
$1.19B
| $5.37M | 1.69% |
65,705
-7,844
| -11% | -$641K |
2025 Q4
3 quarters
|
|
16
iShares ESG Aware MSCI USA ETF
ESGU
$18.1B
| $5.37M | 1.69% |
32,168
-1,019
| -3% | -$170K |
2025 Q4
3 quarters
|
|
17
iShares Gold Trust
IAU
$61.9B
| $5.22M | 1.64% |
66,774
+38,665
| +138% | +$3.1M |
2025 Q4
3 quarters
|
|
18
Vanguard Total International Bond ETF
BNDX
$83.7B
| $5.06M | 1.59% |
107,908
+25,126
| +30% | +$1.2M |
2025 Q4
3 quarters
|
|
|
19
State Street SPDR Nuveen ICE Municipal Bond ETF
TFI
$2.9B
| $4.48M | 1.41% |
+104,861
| New | +$4.68M |
2026 Q3
0 quarters
|
|
20
BlackRock Intermediate Muni Income Bond ETF
INMU
$693M
| $3.98M | 1.25% |
173,896
+28,174
| +19% | +$667K |
2025 Q4
3 quarters
|
|
21
Schwab US Large-Cap Growth ETF
SCHG
$64.1B
| $3.96M | 1.25% |
110,121
-17,576
| -14% | -$616K |
2025 Q4
3 quarters
|
|
22
JPMorgan BetaBuilders US Equity ETF
BBUS
$9.57B
| $3.94M | 1.24% |
28,663
-1,102
| -4% | -$151K |
2026 Q1
2 quarters
|
|
23
iShares MSCI KLD 400 Social ETF
DSI
$5.53B
| $3.88M | 1.22% |
26,536
-1,020
| -4% | -$147K |
2025 Q4
3 quarters
|
|
24
Schwab US Broad Market ETF
SCHB
$44.9B
| $3.69M | 1.16% |
125,925
-3,497
| -3% | -$103K |
2024 Q4
7 quarters
|
|
25
Hashdex Nasdaq CME Crypto Index ETF
NCIQ
$117M
| $3.59M | 1.13% |
168,987
+11,755
| +7% | +$210K |
2026 Q1
2 quarters
|
|
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Archer Investment Management's Q3 2026 Portfolio in Review
As of Q3 2026, Archer Investment Management held 131 positions worth $317M, up 8.4% from $293M the previous quarter. Its ten largest holdings account for 44% of the portfolio.
Archer Investment Management deployed $22.8M of net new capital in Q3 2026, opening 21 new positions and adding to 41 existing holdings. Its largest new stake was BlackRock US Industry Rotation ETF: 159,927 shares worth $5.89M.
By sector, the portfolio is most concentrated in Miscellaneous at 95% of assets, down from 98% a quarter earlier, followed by Industrials and Technology.
On the sell side, the largest reduction was Invesco National AMT-Free Municipal Bond ETF, an estimated $6.17M trimmed.
- Archer Investment Management's largest Q3 2026 buy was BlackRock US Industry Rotation ETF: 159,927 shares worth $5.89M.
- Archer Investment Management added most to iShares Systematic Alternatives Active ETF in Q3 2026, an estimated $3.49M increase.
- Archer Investment Management's biggest Q3 2026 reduction was Invesco National AMT-Free Municipal Bond ETF, cutting an estimated $6.17M.
- Archer Investment Management fully exited iShares MSCI USA Momentum Factor ETF in Q3 2026, selling an estimated $4.92M.
- Archer Investment Management's ten largest holdings make up 44% of its $317M portfolio in Q3 2026.
- Archer Investment Management opened 21 new positions and closed 10 in Q3 2026.
- Archer Investment Management's portfolio value rose 8.4% quarter-over-quarter to $317M.
Based on Archer Investment Management's 13F filing for Q3 2026, filed 13 Oct 2026.