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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 | |
|---|---|---|---|---|---|---|---|
|
126
iShares MSCI USA Momentum Factor ETF
MTUM
$19.1B
| – | – |
-14,362
| Closed | -$4.92M | – |
|
|
127
Vanguard Intermediate-Term Treasury ETF
VGIT
$40B
| – | – |
-16,979
| Closed | -$1M | – |
|
128
Invesco S&P SmallCap Quality ETF
XSHQ
$291M
| – | – |
-5,187
| Closed | -$251K | – |
|
129
Bitwise Ethereum ETF
ETHW
$260M
| – | – |
-20,277
| Closed | -$229K | – |
|
130
iShares Dynamic Equity Active ETF
BDYN
$3.06B
| – | – |
-18,657
| Closed | -$518K | – |
|
131
Franklin Municipal Income ETF
FTMU
$445M
| – | – |
-24,671
| Closed | -$196K | – |
|
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MWA
GCM
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.