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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
(+8.4%)
Cap. Flow
+$22.8M
Cap. Flow
% of AUM
7.18%
Top 10 Holdings %
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 |
BlackRock US Industry Rotation ETF
INRO
|
+$5.84M |
| 2 |
SpaceX
SPCX
|
+$5.04M |
| 3 |
State Street SPDR Nuveen ICE Municipal Bond ETF
TFI
|
+$4.68M |
| 4 |
iShares Systematic Alternatives Active ETF
IALT
|
+$3.49M |
| 5 |
BlackRock Large Cap Core ETF
BLCR
|
+$3.46M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Invesco National AMT-Free Municipal Bond ETF
PZA
|
+$6.17M |
| 2 |
iShares MSCI USA Momentum Factor ETF
MTUM
|
+$4.92M |
| 3 |
State Street SPDR Portfolio Mortgage Backed Bond ETF
SPMB
|
+$2.28M |
| 4 |
iShares Core S&P 500 ETF
IVV
|
+$2.19M |
| 5 |
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 | |
|---|---|---|---|---|---|---|---|
101
Alphabet (Google) Class C
GOOG
$4.22T
| $305K | 0.1% |
896
-17
| -2% | -$5.86K |
2025 Q4
3 quarters
|
|
102
iShares GSCI Commodity Dynamic Roll Strategy ETF
COMT
$1.41B
| $296K | 0.09% |
+8,030
| New | +$275K |
2026 Q3
0 quarters
|
|
103
iShares Convertible Bond ETF
ICVT
$7.77B
| $294K | 0.09% |
2,599
+802
| +45% | +$92.3K |
2025 Q4
3 quarters
|
|
104
Microsoft
MSFT
$4.01T
| $279K | 0.09% |
544
-40
| -7% | -$18.5K |
2024 Q4
7 quarters
|
|
105
iShares Core International Aggregate Bond Fund
IAGG
$12.5B
| $259K | 0.08% |
+5,259
| New | +$262K |
2026 Q3
0 quarters
|
|
106
Berkshire Hathaway Class B
BRK.B
$1.13T
| $231K | 0.07% |
+464
| New | +$234K |
2026 Q3
0 quarters
|
|
107
Dimensional International Core Equity 2 ETF
DFIC
$15.1B
| $227K | 0.07% |
6,026
-2,463
| -29% | -$94.6K |
2024 Q4
7 quarters
|
|
108
iShares MSCI USA Min Vol Factor ETF
USMV
$24.1B
| $223K | 0.07% |
2,293
-9,564
| -81% | -$948K |
2026 Q1
2 quarters
|
|
109
Dimensional International Sustainability Core 1 ETF
DFSI
$1.16B
| $212K | 0.07% |
4,693
-20
| -0.4% | -$925 |
2024 Q4
7 quarters
|
|
110
iShares Russell 1000 Value ETF
IWD
$83.7B
| $210K | 0.07% |
849
-7
| -0.8% | -$1.77K |
2026 Q1
2 quarters
|
|
111
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
$36.8B
| $209K | 0.07% |
+3,423
| New | +$214K |
2026 Q3
0 quarters
|
|
112
iShares ESG Screened S&P 500 ETF
XVV
$686M
| $205K | 0.06% |
3,521
-687
| -16% | -$39.9K |
2024 Q4
7 quarters
|
|
113
iShares Core Dividend Growth ETF
DGRO
$43.8B
| $205K | 0.06% |
+2,715
| New | +$212K |
2026 Q3
0 quarters
|
|
114
Dell
DELL
$301B
| $204K | 0.06% |
+380
| New | +$178K |
2026 Q3
0 quarters
|
|
115
Vanguard Total World Stock ETF
VT
$82.1B
| $204K | 0.06% |
1,291
| – | – |
2026 Q2
1 quarter
|
|
116
Vanguard Morningstar Small-Cap Growth ETF
VBK
$22.7B
| $202K | 0.06% |
597
-44
| -7% | -$15.4K |
2026 Q2
1 quarter
|
|
117
PUT
Samsara
IOT
$24.9B
| $67.9K | 0.02% |
+14,000
| New | +$537K |
2026 Q3
0 quarters
|
|
118
PUT
NVIDIA
NVDA
$5.25T
| $41.8K | 0.01% |
+2,700
| New | +$579K |
2026 Q3
0 quarters
|
|
119
PUT
State Street SPDR S&P 500 ETF Trust
SPY
$815B
| $40.8K | 0.01% |
+1,400
| New | +$1.06M |
2026 Q3
0 quarters
|
|
120
PUT
Vanguard Information Technology ETF
VGT
$150B
| $30.1K | 0.01% |
+5,300
| New | +$630K |
2026 Q3
0 quarters
|
|
121
UWM Holdings
UWMC
$397M
| $13K | ﹤0.01% |
+11,036
| New | +$17.7K |
2026 Q3
0 quarters
|
|
122
VanEck Bitcoin Trust
HODL
$1.37B
| – | – |
-37,593
| Closed | -$624K | – |
|
123
iShares Core MSCI Emerging Markets ETF
IEMG
$154B
| – | – |
-2,688
| Closed | -$223K | – |
|
124
iShares US Aerospace & Defense ETF
ITA
$12B
| – | – |
-873
| Closed | -$212K | – |
|
125
iShares MBS ETF
MBB
$35.9B
| – | – |
-3,715
| Closed | -$351K | – |
|
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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.