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AIM

Archer Investment Management Portfolio holdings

AUM $293M
1-Year Est. Return 16.72%
This Fund
S&P 500
This Quarter Est. Return
-2.35%
1 Year Est. Return
+16.72%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$238M
AUM Growth
+$51.8M
Cap. Flow
+$58.5M
Cap. Flow %
24.61%
Top 10 Hldgs %
40.1%
Holding
143
New
26
Increased
39
Reduced
43
Closed
35

Top Buys

Rank Stock Value
1
CORO
iShares International Country Rotation Active ETF
CORO
+$13.4M
2
IVE icon
iShares S&P 500 Value ETF
IVE
+$10.4M
3
IVV icon
iShares Core S&P 500 ETF
IVV
+$9.25M
4
IVW icon
iShares S&P 500 Growth ETF
IVW
+$8.39M
5
DYNF icon
BlackRock US Equity Factor Rotation ETF
DYNF
+$6.79M

Top Sells

Rank Stock Value
1
SCHR
Schwab Intermediately-Term US Treasury ETF
SCHR
+$9.93M
2
DFGP icon
Dimensional Global Core Plus Fixed Income ETF
DFGP
+$9.52M
3
SGOV icon
iShares 0-3 Month Treasury Bond ETF
SGOV
+$5.55M
4
TIP icon
iShares TIPS Bond ETF
TIP
+$5.27M
5
IQLT icon
iShares MSCI Intl Quality Factor ETF
IQLT
+$4.78M

Sector Composition

Rank Sector Weight
1 Technology 0.87%
2 Communication Services 0.11%
3 Consumer Discretionary 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
EFG icon
51
iShares MSCI EAFE Growth ETF
EFG
$17.2B
$1.05M 0.44%
9,428
+6,423
+214% +$755K
JQUA icon
52
JPMorgan US Quality Factor ETF
JQUA
$8.57B
$1.01M 0.42%
+16,405
New +$1.04M
ESGD icon
53
iShares ESG Aware MSCI EAFE ETF
ESGD
$12.2B
$990K 0.42%
+10,355
New +$1.02M
VGT icon
54
Vanguard Information Technology ETF
VGT
$147B
$962K 0.4%
+11,032
New +$1.02M
IQLT icon
55
iShares MSCI Intl Quality Factor ETF
IQLT
$14.2B
$946K 0.4%
20,462
-101,085
-83% -$4.78M
USMV icon
56
iShares MSCI USA Min Vol Factor ETF
USMV
$24.4B
$923K 0.39%
+9,955
New +$945K
SCMB icon
57
Schwab Municipal Bond ETF
SCMB
$3.98B
$897K 0.38%
+35,200
New +$910K
AAPL icon
58
Apple
AAPL
$4.5T
$873K 0.37%
3,439
-225
-6% -$58.6K
DGRW icon
59
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
$17.3B
$811K 0.34%
9,232
-27,360
-75% -$2.49M
SCHF icon
60
Schwab International Equity ETF
SCHF
$68.3B
$680K 0.29%
27,471
-8,772
-24% -$223K
VEA icon
61
Vanguard FTSE Developed Markets ETF
VEA
$236B
$678K 0.29%
10,575
+1,888
+22% +$125K
LMUB
62
iShares Long-Term National Muni Bond ETF
LMUB
$1.6B
$677K 0.28%
+13,555
New +$686K
USSG icon
63
Xtrackers MSCI USA ESG Leaders Equity ETF
USSG
$591M
$653K 0.27%
10,942
-17,082
-61% -$1.08M
CVMC icon
64
Calvert US Mid-Cap Core Responsible Index ETF
CVMC
$109M
$649K 0.27%
10,140
-29,468
-74% -$1.95M
DFIV icon
65
Dimensional International Value ETF
DFIV
$21.6B
$605K 0.25%
11,454
-2,637
-19% -$140K
CVIE icon
66
Calvert International Responsible Index ETF
CVIE
$475M
$601K 0.25%
8,267
-27,098
-77% -$2.04M
MBB icon
67
iShares MBS ETF
MBB
$38.9B
$562K 0.24%
5,920
-8,514
-59% -$813K
VWO icon
68
Vanguard FTSE Emerging Markets ETF
VWO
$126B
$557K 0.23%
+10,308
New +$577K
ICVT icon
69
iShares Convertible Bond ETF
ICVT
$7.42B
$548K 0.23%
5,388
+2,625
+95% +$272K
STIP icon
70
iShares 0-5 Year TIPS Bond ETF
STIP
$15.9B
$532K 0.22%
5,141
+3,146
+158% +$324K
BITW
71
Bitwise 10 Crypto Index ETF
BITW
$613M
$515K 0.22%
+11,544
New +$585K
INTF icon
72
iShares International Equity Factor ETF
INTF
$3.74B
$511K 0.21%
13,108
-16,264
-55% -$644K
XLK icon
73
State Street Technology Select Sector SPDR ETF
XLK
$122B
$502K 0.21%
3,774
-4,252
-53% -$599K
SUSB icon
74
iShares ESG Aware 1-5 Year USD Corporate Bond ETF
SUSB
$1.3B
$487K 0.2%
+19,416
New +$489K
RSP icon
75
Invesco S&P 500 Equal Weight ETF
RSP
$99.1B
$485K 0.2%
2,525
-4,666
-65% -$925K
1 2
3
4 5

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Archer Investment Management's Q1 2026 Portfolio in Review

As of Q1 2026, Archer Investment Management held 143 positions worth $238M, up 28% from $186M the previous quarter. Its ten largest holdings account for 40% of the portfolio.

Archer Investment Management deployed $58.5M of net new capital in Q1 2026, opening 26 new positions and adding to 39 existing holdings. Its largest new stake was iShares International Country Rotation Active ETF: 407,781 shares worth $13.1M.

By sector, the portfolio is most concentrated in Technology at 0.87% of assets, down from 1.2% a quarter earlier, followed by Communication Services and Consumer Discretionary.

On the sell side, the largest reduction was Schwab Intermediately-Term US Treasury ETF, an estimated $9.93M trimmed.

  • Archer Investment Management's largest Q1 2026 buy was iShares International Country Rotation Active ETF: 407,781 shares worth $13.1M.
  • Archer Investment Management added most to iShares S&P 500 Value ETF in Q1 2026, an estimated $10.4M increase.
  • Archer Investment Management's biggest Q1 2026 reduction was Schwab Intermediately-Term US Treasury ETF, cutting an estimated $9.93M.
  • Archer Investment Management fully exited Dimensional Global Core Plus Fixed Income ETF in Q1 2026, selling an estimated $9.52M.
  • Archer Investment Management's ten largest holdings make up 40% of its $238M portfolio in Q1 2026.
  • Archer Investment Management opened 26 new positions and closed 35 in Q1 2026.
  • Archer Investment Management's portfolio value rose 28% quarter-over-quarter to $238M.

Based on Archer Investment Management's 13F filing for Q1 2026, filed 8 Apr 2026.