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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
HODL icon
101
VanEck Bitcoin Trust
HODL
$1.07B
$214K 0.09%
+11,144
New +$241K
FGDL icon
102
Franklin Responsibly Sourced Gold ETF
FGDL
$453M
$211K 0.09%
+3,396
New +$221K
SCHR
103
Schwab Intermediately-Term US Treasury ETF
SCHR
$13.3B
$208K 0.09%
8,352
-396,226
-98% -$9.93M
XVV icon
104
iShares ESG Screened S&P 500 ETF
XVV
$678M
$208K 0.09%
4,222
-11,687
-73% -$607K
VOO icon
105
Vanguard S&P 500 ETF
VOO
$1.03T
$204K 0.09%
342
-2
-0.6% -$1.25K
VXUS icon
106
Vanguard Total International Stock ETF
VXUS
$162B
$204K 0.09%
2,643
-2,882
-52% -$229K
TIP icon
107
iShares TIPS Bond ETF
TIP
$14.7B
$202K 0.08%
1,828
-47,613
-96% -$5.27M
IWD icon
108
iShares Russell 1000 Value ETF
IWD
$84.2B
$201K 0.08%
+943
New +$207K
AMZN icon
109
Amazon
AMZN
$3T
– –
-1,468
Closed -$339K
ARKF icon
110
ARK Blockchain & Fintech Innovation ETF
ARKF
$763M
– –
-24,672
Closed -$1.18M
BGRN icon
111
iShares USD Green Bond ETF
BGRN
$501M
– –
-11,382
Closed -$546K
BITB icon
112
Bitwise Bitcoin ETF
BITB
$2.45B
– –
-16,669
Closed -$793K
BND icon
113
Vanguard Total Bond Market
BND
$161B
– –
-3,213
Closed -$238K
DFGP icon
114
Dimensional Global Core Plus Fixed Income ETF
DFGP
$3.45B
– –
-176,015
Closed -$9.52M
DFSB icon
115
Dimensional Global Sustainability Fixed Income ETF
DFSB
$728M
– –
-71,624
Closed -$3.71M
EMB icon
116
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
$14.9B
– –
-4,663
Closed -$449K
ICLN icon
117
iShares Global Clean Energy ETF
ICLN
$2.08B
– –
-29,322
Closed -$482K
IEF icon
118
iShares 7-10 Year Treasury Bond ETF
IEF
$47.1B
– –
-2,331
Closed -$224K
IEUR icon
119
iShares Core MSCI Europe ETF
IEUR
$9.14B
– –
-13,772
Closed -$978K
LQD icon
120
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
$32.6B
– –
-7,955
Closed -$877K
OEF icon
121
iShares S&P 100 ETF
OEF
$20.5B
– –
-2,068
Closed -$709K
RING icon
122
iShares MSCI Global Gold Miners ETF
RING
$2.45B
– –
-4,981
Closed -$367K
SCHA icon
123
Schwab U.S Small- Cap ETF
SCHA
$23B
– –
-21,790
Closed -$621K
SCHC icon
124
Schwab International Small-Cap Equity ETF
SCHC
$5.63B
– –
-73,790
Closed -$3.36M
SCHO icon
125
Schwab Short-Term US Treasury ETF
SCHO
$12.9B
– –
-14,902
Closed -$363K
2 3 4
5
6

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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.