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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
IWC icon
76
iShares Micro-Cap ETF
IWC
$1.49B
$478K 0.2%
2,995
-5,173
-63% -$858K
BDYN
77
iShares Dynamic Equity Active ETF
BDYN
$3.13B
$467K 0.2%
19,227
-152,082
-89% -$3.89M
VCIT icon
78
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
$67.5B
$453K 0.19%
+5,478
New +$458K
FDEM icon
79
Fidelity Emerging Markets Multifactor ETF
FDEM
$579M
$432K 0.18%
13,664
-134,373
-91% -$4.43M
DFSI
80
Dimensional International Sustainability Core 1 ETF
DFSI
$1.2B
$380K 0.16%
8,972
-52,845
-85% -$2.34M
NVDA icon
81
NVIDIA
NVDA
$5.27T
$378K 0.16%
2,166
+647
+43% +$119K
IEMG icon
82
iShares Core MSCI Emerging Markets ETF
IEMG
$155B
$356K 0.15%
5,105
-1,552
-23% -$112K
IAGG icon
83
iShares Core International Aggregate Bond Fund
IAGG
$11.4B
$344K 0.14%
6,870
-7,669
-53% -$385K
XLI icon
84
State Street Industrial Select Sector SPDR ETF
XLI
$34.5B
$344K 0.14%
2,125
-1,808
-46% -$303K
DFAI
85
Dimensional International Core Equity Market ETF
DFAI
$17.9B
$334K 0.14%
8,566
-4,616
-35% -$185K
NXPI icon
86
NXP Semiconductors
NXPI
$58.9B
$328K 0.14%
1,668
-2
-0.1% -$443
GLDM icon
87
SPDR Gold MiniShares Trust
GLDM
$30B
$324K 0.14%
+3,500
New +$338K
DFIC icon
88
Dimensional International Core Equity 2 ETF
DFIC
$15.2B
$307K 0.13%
8,648
-6,458
-43% -$235K
VIG icon
89
Vanguard Dividend Appreciation ETF
VIG
$114B
$297K 0.13%
1,382
-374
-21% -$83.4K
GOOG icon
90
Alphabet (Google) Class C
GOOG
$4.35T
$270K 0.11%
942
+135
+17% +$42.4K
TLH icon
91
iShares 10-20 Year Treasury Bond ETF
TLH
$10.8B
$268K 0.11%
2,662
-4,501
-63% -$460K
CSCO icon
92
Cisco
CSCO
$483B
$262K 0.11%
3,374
+22
+0.7% +$1.72K
ACWX icon
93
iShares MSCI ACWI ex US ETF
ACWX
$11.9B
$258K 0.11%
3,766
-35
-0.9% -$2.47K
IEFA icon
94
iShares Core MSCI EAFE ETF
IEFA
$195B
$255K 0.11%
2,821
-8,102
-74% -$756K
IAUM icon
95
iShares Gold Trust Micro
IAUM
$6.95B
$241K 0.1%
+5,161
New +$251K
NCIQ
96
Hashdex Nasdaq CME Crypto Index ETF
NCIQ
$90.8M
$227K 0.1%
+13,192
New +$259K
XLF icon
97
State Street Financial Select Sector SPDR ETF
XLF
$59B
$223K 0.09%
4,525
-27,554
-86% -$1.44M
XSHQ icon
98
Invesco S&P SmallCap Quality ETF
XSHQ
$319M
$222K 0.09%
5,254
-4,664
-47% -$203K
ITA icon
99
iShares US Aerospace & Defense ETF
ITA
$15B
$219K 0.09%
1,003
-4,222
-81% -$988K
MSFT icon
100
Microsoft
MSFT
$3.76T
$216K 0.09%
584
-169
-22% -$70.7K
2 3
4
5 6

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BCM
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PPC
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ECM
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MEPT
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FPM
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DMBA
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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.