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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
+0.67%
1 Year Est. Return
+16.72%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$186M
AUM Growth
+$23.1M
Cap. Flow
+$23M
Cap. Flow %
12.38%
Top 10 Hldgs %
34.43%
Holding
120
New
61
Increased
9
Reduced
45
Closed
3

Top Buys

Rank Stock Value
1
DYNF icon
BlackRock US Equity Factor Rotation ETF
DYNF
+$4.99M
2
IVV icon
iShares Core S&P 500 ETF
IVV
+$4.45M
3
BDYN
iShares Dynamic Equity Active ETF
BDYN
+$4.39M
4
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$3.86M
5
IVW icon
iShares S&P 500 Growth ETF
IVW
+$3.78M

Top Sells

Rank Stock Value
1
DFGP icon
Dimensional Global Core Plus Fixed Income ETF
DFGP
+$5.21M
2
META icon
Meta Platforms (Facebook)
META
+$4.97M
3
SCHR
Schwab Intermediately-Term US Treasury ETF
SCHR
+$4.5M
4
IQLT icon
iShares MSCI Intl Quality Factor ETF
IQLT
+$3.18M
5
USMF icon
WisdomTree US Multifactor Fund
USMF
+$3.18M

Sector Composition

Rank Sector Weight
1 Technology 1.22%
2 Consumer Discretionary 0.18%
3 Communication Services 0.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
INMU icon
76
BlackRock Intermediate Muni Income Bond ETF
INMU
$547M
$508K 0.27%
+21,152
New +$509K
DFAI
77
Dimensional International Core Equity Market ETF
DFAI
$17.9B
$502K 0.27%
13,182
-1,920
-13% -$71.2K
SPTL icon
78
State Street SPDR Portfolio Long Term Treasury ETF
SPTL
$10.7B
$488K 0.26%
+18,426
New +$497K
ICLN icon
79
iShares Global Clean Energy ETF
ICLN
$2.08B
$482K 0.26%
29,322
-8,772
-23% -$146K
USXF icon
80
iShares ESG Advanced MSCI USA ETF
USXF
$1.49B
$459K 0.25%
+7,971
New +$459K
XLV icon
81
State Street Health Care Select Sector SPDR ETF
XLV
$44B
$455K 0.24%
+2,937
New +$440K
EMB icon
82
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
$14.9B
$449K 0.24%
+4,663
New +$448K
IEMG icon
83
iShares Core MSCI Emerging Markets ETF
IEMG
$155B
$448K 0.24%
+6,657
New +$447K
EUSB icon
84
iShares ESG Advanced Universal USD Bond ETF
EUSB
$709M
$426K 0.23%
+9,710
New +$427K
VTEB icon
85
Vanguard Tax-Exempt Bond Index Fund
VTEB
$46B
$426K 0.23%
+8,469
New +$426K
SPMB icon
86
State Street SPDR Portfolio Mortgage Backed Bond ETF
SPMB
$7.03B
$420K 0.23%
+18,743
New +$422K
XSHQ icon
87
Invesco S&P SmallCap Quality ETF
XSHQ
$319M
$418K 0.22%
9,918
-1,025
-9% -$43.4K
VXUS icon
88
Vanguard Total International Stock ETF
VXUS
$162B
$417K 0.22%
+5,525
New +$413K
VIG icon
89
Vanguard Dividend Appreciation ETF
VIG
$114B
$386K 0.21%
+1,756
New +$384K
RING icon
90
iShares MSCI Global Gold Miners ETF
RING
$2.45B
$367K 0.2%
+4,981
New +$336K
BNDX icon
91
Vanguard Total International Bond ETF
BNDX
$82.8B
$367K 0.2%
+7,588
New +$375K
MSFT icon
92
Microsoft
MSFT
$3.76T
$364K 0.2%
753
+62
+9% +$31.1K
SCHO icon
93
Schwab Short-Term US Treasury ETF
SCHO
$12.9B
$363K 0.2%
14,902
-1,613
-10% -$39.3K
NXPI icon
94
NXP Semiconductors
NXPI
$58.9B
$362K 0.2%
1,670
+1
+0.1% +$214
XLY icon
95
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
$23.8B
$352K 0.19%
+2,948
New +$350K
EFG icon
96
iShares MSCI EAFE Growth ETF
EFG
$17.2B
$342K 0.18%
+3,005
New +$345K
AMZN icon
97
Amazon
AMZN
$3T
$339K 0.18%
1,468
-35
-2% -$8.01K
XLC icon
98
State Street Communication Services Select Sector SPDR ETF
XLC
$22.6B
$337K 0.18%
+2,866
New +$330K
VSGX icon
99
Vanguard ESG International Stock ETF
VSGX
$6.73B
$287K 0.15%
4,012
– –
NVDA icon
100
NVIDIA
NVDA
$5.27T
$283K 0.15%
1,519
+104
+7% +$19.4K
1 2 3
4
5

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Archer Investment Management's Q4 2025 Portfolio in Review

As of Q4 2025, Archer Investment Management held 120 positions worth $186M, up 14% from $163M the previous quarter. Its ten largest holdings account for 34% of the portfolio.

Archer Investment Management deployed $23M of net new capital in Q4 2025, opening 61 new positions and adding to 9 existing holdings. Its largest new stake was BlackRock US Equity Factor Rotation ETF: 83,023 shares worth $5.05M.

By sector, the portfolio is most concentrated in Technology at 1.2% of assets, down from 1.5% a quarter earlier, followed by Consumer Discretionary and Communication Services.

On the sell side, the largest reduction was Dimensional Global Core Plus Fixed Income ETF, an estimated $5.21M trimmed.

  • Archer Investment Management's largest Q4 2025 buy was BlackRock US Equity Factor Rotation ETF: 83,023 shares worth $5.05M.
  • Archer Investment Management added most to Vanguard Morningstar Total Stock Market ETF in Q4 2025, an estimated $936K increase.
  • Archer Investment Management's biggest Q4 2025 reduction was Dimensional Global Core Plus Fixed Income ETF, cutting an estimated $5.21M.
  • Archer Investment Management fully exited Meta Platforms (Facebook) in Q4 2025, selling an estimated $4.97M.
  • Archer Investment Management's ten largest holdings make up 34% of its $186M portfolio in Q4 2025.
  • Archer Investment Management opened 61 new positions and closed 3 in Q4 2025.
  • Archer Investment Management's portfolio value rose 14% quarter-over-quarter to $186M.

Based on Archer Investment Management's 13F filing for Q4 2025, filed 12 Jan 2026.