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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
Cap. Flow
+$22.8M
Cap. Flow %
7.18%
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
INRO icon
BlackRock US Industry Rotation ETF
INRO
+$5.84M
2
SPCX icon
SpaceX
SPCX
+$5.04M
3
TFI icon
State Street SPDR Nuveen ICE Municipal Bond ETF
TFI
+$4.68M
4
IALT icon
iShares Systematic Alternatives Active ETF
IALT
+$3.49M
5
BLCR icon
BlackRock Large Cap Core ETF
BLCR
+$3.46M

Top Sells

Rank Stock Value
1
PZA icon
Invesco National AMT-Free Municipal Bond ETF
PZA
+$6.17M
2
MTUM icon
iShares MSCI USA Momentum Factor ETF
MTUM
+$4.92M
3
SPMB icon
State Street SPDR Portfolio Mortgage Backed Bond ETF
SPMB
+$2.28M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$2.19M
5
VGIT icon
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
IBIT icon
51
iShares Bitcoin Trust
IBIT
$65.4B
$1.82M 0.57%
38,365
+21,461
+127% +$865K
2025 Q4
3 quarters
CSCO icon
52
Cisco
CSCO
$426B
$1.76M 0.56%
16,386
+14,020
+593% +$1.58M
2025 Q3
4 quarters
VUG icon
53
Vanguard Morningstar Growth ETF
VUG
$229B
$1.66M 0.52%
18,413
-415
-2% -$36.3K
2025 Q4
3 quarters
DFAC icon
54
U.S. Core Equity 2 Portfolio ETF Class Shares
DFAC
$49B
$1.64M 0.52%
36,928
-419
-1% -$18.9K
2024 Q4
7 quarters
LCTD icon
55
iShares World ex U.S. Carbon Transition Readiness Aware Active ETF
LCTD
$318M
$1.6M 0.51%
27,663
+1,958
+8% +$116K
2025 Q4
3 quarters
VTV icon
56
Vanguard Morningstar Value ETF
VTV
$191B
$1.57M 0.5%
7,281
-1,225
-14% -$272K
2025 Q1
6 quarters
STIP icon
57
iShares 0-5 Year TIPS Bond ETF
STIP
$16.6B
$1.55M 0.49%
15,505
+6,018
+63% +$606K
2025 Q4
3 quarters
AAPL icon
58
Apple
AAPL
$5.02T
$1.46M 0.46%
4,397
+991
+29% +$318K
2024 Q4
7 quarters
SUSB icon
59
iShares ESG Aware 1-5 Year USD Corporate Bond ETF
SUSB
$1.3B
$1.35M 0.42%
55,178
-19,610
-26% -$486K
2026 Q1
2 quarters
AGG icon
60
iShares Core US Aggregate Bond ETF
AGG
$138B
$1.29M 0.41%
13,633
-5,112
-27% -$497K
2026 Q2
1 quarter
SPY icon
61
State Street SPDR S&P 500 ETF Trust
SPY
$810B
$1.26M 0.4%
1,654
+26
+2% +$19.8K
2026 Q2
1 quarter
SPMB icon
62
State Street SPDR Portfolio Mortgage Backed Bond ETF
SPMB
$6.89B
$1.17M 0.37%
55,502
-104,332
-65% -$2.28M
2025 Q4
3 quarters
VOO icon
63
Vanguard S&P 500 ETF
VOO
$1.04T
$1.13M 0.36%
1,615
+24
+2% +$16.8K
2024 Q4
7 quarters
USMF icon
64
WisdomTree US Multifactor Fund
USMF
$264M
$1.13M 0.36%
21,666
-2,690
-11% -$143K
2024 Q4
7 quarters
SYSB icon
65
iShares Systematic Bond ETF
SYSB
$1.3B
$1.1M 0.35%
13,087
+784
+6% +$68.2K
2026 Q1
2 quarters
NVDA icon
66
NVIDIA
NVDA
$5.24T
$1.08M 0.34%
4,750
+763
+19% +$164K
2025 Q2
5 quarters
JQUA icon
67
JPMorgan US Quality Factor ETF
JQUA
$9.18B
$1.08M 0.34%
14,616
-1,427
-9% -$105K
2026 Q1
2 quarters
IETC icon
68
iShares US Tech Independence Focused ETF
IETC
$678M
$879K 0.28%
7,699
+5,523
+254% +$595K
2026 Q2
1 quarter
VEA icon
69
Vanguard FTSE Developed Markets ETF
VEA
$229B
$830K 0.26%
11,749
+426
+4% +$30.6K
2025 Q1
6 quarters
DGRW icon
70
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
$17.2B
$794K 0.25%
8,170
-605
-7% -$59.3K
2024 Q4
7 quarters
ARTY icon
71
iShares Future AI & Tech ETF
ARTY
$3.79B
$780K 0.25%
+9,965
New +$725K
2026 Q3
0 quarters
IQLT icon
72
iShares MSCI Intl Quality Factor ETF
IQLT
$13.8B
$755K 0.24%
15,255
-4,129
-21% -$209K
2024 Q4
7 quarters
ICLN icon
73
iShares Global Clean Energy ETF
ICLN
$2.13B
$672K 0.21%
39,501
+1,813
+5% +$32.7K
2026 Q2
1 quarter
SCHF icon
74
Schwab International Equity ETF
SCHF
$67.1B
$658K 0.21%
23,962
-165
-0.7% -$4.59K
2024 Q4
7 quarters
VWO icon
75
Vanguard FTSE Emerging Markets ETF
VWO
$123B
$645K 0.2%
10,880
-1,575
-13% -$94K
2026 Q1
2 quarters
1 2
3
4 5

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MWA
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BIG
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GCM
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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.