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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
+13.11%
1 Year Est. Return
+16.72%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$293M
AUM Growth
+$54.9M
Cap. Flow
+$26.2M
Cap. Flow %
8.96%
Top 10 Hldgs %
45.19%
Holding
120
New
12
Increased
41
Reduced
56
Closed
10

Top Buys

Rank Stock Value
1
IVV icon
iShares Core S&P 500 ETF
IVV
+$17.2M
2
IALT
iShares Systematic Alternatives Active ETF
IALT
+$8.23M
3
GOVT icon
iShares US Treasury Bond ETF
GOVT
+$4.28M
4
PZA icon
Invesco National AMT-Free Municipal Bond ETF
PZA
+$3.01M
5
NCIQ
Hashdex Nasdaq CME Crypto Index ETF
NCIQ
+$2.58M

Top Sells

Rank Stock Value
1
QUAL icon
iShares MSCI USA Quality Factor ETF
QUAL
+$4.72M
2
EAGG icon
iShares ESG Aware US Aggregate Bond ETF
EAGG
+$4.18M
3
SUSC icon
iShares ESG Aware USD Corporate Bond ETF
SUSC
+$3.81M
4
IBIT icon
iShares Bitcoin Trust
IBIT
+$2.76M
5
IVE icon
iShares S&P 500 Value ETF
IVE
+$2.22M

Sector Composition

Rank Sector Weight
1 Miscellaneous 97.86%
2 Technology 1.09%
3 Industrials 0.84%
4 Communication Services 0.11%
5 Consumer Discretionary 0.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
XLK icon
76
State Street Technology Select Sector SPDR ETF
XLK
$121B
$621K 0.21%
3,260
-514
-14% -$87.8K
DFIV icon
77
Dimensional International Value ETF
DFIV
$21.9B
$606K 0.21%
11,222
-232
-2% -$12.8K
CVIE icon
78
Calvert International Responsible Index ETF
CVIE
$488M
$598K 0.2%
7,035
-1,232
-15% -$99.8K
IWC icon
79
iShares Micro-Cap ETF
IWC
$1.5B
$589K 0.2%
2,946
-49
-2% -$8.97K
VCIT icon
80
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
$67.6B
$566K 0.19%
6,851
+1,373
+25% +$113K
IBIT icon
81
iShares Bitcoin Trust
IBIT
$58.6B
$563K 0.19%
16,904
-67,730
-80% -$2.76M
INTF icon
82
iShares International Equity Factor ETF
INTF
$3.75B
$529K 0.18%
12,916
-192
-1% -$7.87K
BDYN
83
iShares Dynamic Equity Active ETF
BDYN
$3.1B
$518K 0.18%
18,657
-570
-3% -$15.3K
IAUM icon
84
iShares Gold Trust Micro
IAUM
$7.06B
$490K 0.17%
12,238
+7,077
+137% +$318K
FDEM icon
85
Fidelity Emerging Markets Multifactor ETF
FDEM
$598M
$481K 0.16%
13,233
-431
-3% -$15.3K
RSP icon
86
Invesco S&P 500 Equal Weight ETF
RSP
$99.5B
$476K 0.16%
2,237
-288
-11% -$58.9K
NXPI icon
87
NXP Semiconductors
NXPI
$56.4B
$469K 0.16%
1,669
+1
+0.1% +$276
IOT icon
88
Samsara
IOT
$24B
$454K 0.16%
+14,007
New +$434K
MUB icon
89
iShares National Muni Bond ETF
MUB
$45.5B
$432K 0.15%
4,016
-19,387
-83% -$2.07M
BITW
90
Bitwise 10 Crypto Index ETF
BITW
$756M
$358K 0.12%
9,526
-2,018
-17% -$93.5K
MBB icon
91
iShares MBS ETF
MBB
$39B
$351K 0.12%
3,715
-2,205
-37% -$209K
DFAI
92
Dimensional International Core Equity Market ETF
DFAI
$18.2B
$343K 0.12%
8,304
-262
-3% -$10.8K
VIG icon
93
Vanguard Dividend Appreciation ETF
VIG
$113B
$325K 0.11%
1,372
-10
-0.7% -$2.3K
GOOG icon
94
Alphabet (Google) Class C
GOOG
$4.19T
$323K 0.11%
913
-29
-3% -$10.4K
DFIC icon
95
Dimensional International Core Equity 2 ETF
DFIC
$15.4B
$316K 0.11%
8,489
-159
-2% -$5.96K
CSCO icon
96
Cisco
CSCO
$433B
$278K 0.1%
2,366
-1,008
-30% -$105K
AMZN icon
97
Amazon
AMZN
$2.87T
$267K 0.09%
+1,122
New +$282K
XSHQ icon
98
Invesco S&P SmallCap Quality ETF
XSHQ
$314M
$251K 0.09%
5,187
-67
-1% -$3.05K
XVV icon
99
iShares ESG Screened S&P 500 ETF
XVV
$682M
$239K 0.08%
4,208
-14
-0.3% -$774
VBK icon
100
Vanguard Morningstar Small-Cap Growth ETF
VBK
$24B
$234K 0.08%
+641
New +$218K
1 2 3
4
5

Similar funds

MC
Muzinich & Co New York $293M AUM 18.57% 1-Year Est. Return
AFM
Abbot Financial Management Andover, Massachusetts $293M AUM 36.12% 1-Year Est. Return
WIM
Wittenberg Investment Management Carlisle, Massachusetts $292M AUM 36.12% 1-Year Est. Return
SM
Salzhauer Michael $292M AUM 30% 1-Year Est. Return
JFG
JDM Financial Group Austin, Texas $293M AUM 17.35% 1-Year Est. Return
ECML
Eagle Capital Management (Louisiana) Mandeville, Louisiana $293M AUM 33.65% 1-Year Est. Return
PCI
Pacifica Capital Investments Leander, Texas $293M AUM 11.41% 1-Year Est. Return
PIA
PineBridge Investments Asia Hong Kong $292M AUM

Archer Investment Management's Q2 2026 Portfolio in Review

As of Q2 2026, Archer Investment Management held 120 positions worth $293M, up 23% from $238M the previous quarter. Its ten largest holdings account for 45% of the portfolio.

Archer Investment Management deployed $26.2M of net new capital in Q2 2026, opening 12 new positions and adding to 41 existing holdings. Its largest new stake was iShares Systematic Alternatives Active ETF: 293,252 shares worth $8.23M.

By sector, the portfolio is most concentrated in Miscellaneous at 98% of assets, down from 99% a quarter earlier, followed by Technology and Industrials.

On the sell side, the largest reduction was iShares MSCI USA Quality Factor ETF, an estimated $4.72M trimmed.

  • Archer Investment Management's largest Q2 2026 buy was iShares Systematic Alternatives Active ETF: 293,252 shares worth $8.23M.
  • Archer Investment Management added most to iShares Core S&P 500 ETF in Q2 2026, an estimated $17.2M increase.
  • Archer Investment Management's biggest Q2 2026 reduction was iShares MSCI USA Quality Factor ETF, cutting an estimated $4.72M.
  • Archer Investment Management fully exited iShares Long-Term National Muni Bond ETF in Q2 2026, selling an estimated $677K.
  • Archer Investment Management's ten largest holdings make up 45% of its $293M portfolio in Q2 2026.
  • Archer Investment Management opened 12 new positions and closed 10 in Q2 2026.
  • Archer Investment Management's portfolio value rose 23% quarter-over-quarter to $293M.

Based on Archer Investment Management's 13F filing for Q2 2026, filed 7 Jul 2026.