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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
+13.11%
1 Year Est. Return
+16.72%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$293M
AUM Growth
+$54.9M
Cap. Flow
+$26.2M
Cap. Flow %
8.96%
Top 10 Hldgs %
45.19%
Holding
120
New
12
Increased
41
Reduced
56
Closed
10

Top Buys

Rank Stock Value
1
IVV icon
iShares Core S&P 500 ETF
IVV
+$17.2M
2
IALT
iShares Systematic Alternatives Active ETF
IALT
+$8.23M
3
GOVT icon
iShares US Treasury Bond ETF
GOVT
+$4.28M
4
PZA icon
Invesco National AMT-Free Municipal Bond ETF
PZA
+$3.01M
5
NCIQ
Hashdex Nasdaq CME Crypto Index ETF
NCIQ
+$2.58M

Top Sells

Rank Stock Value
1
QUAL icon
iShares MSCI USA Quality Factor ETF
QUAL
+$4.72M
2
EAGG icon
iShares ESG Aware US Aggregate Bond ETF
EAGG
+$4.18M
3
SUSC icon
iShares ESG Aware USD Corporate Bond ETF
SUSC
+$3.81M
4
IBIT icon
iShares Bitcoin Trust
IBIT
+$2.76M
5
IVE icon
iShares S&P 500 Value ETF
IVE
+$2.22M

Sector Composition

Rank Sector Weight
1 Technology 1.09%
2 Industrials 0.84%
3 Communication Services 0.11%
4 Consumer Discretionary 0.09%

No holdings matched the selected filter criteria.

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Archer Investment Management's Q2 2026 Portfolio in Review

As of Q2 2026, Archer Investment Management held 120 positions worth $293M, up 23% from $238M the previous quarter. Its ten largest holdings account for 45% of the portfolio.

Archer Investment Management deployed $26.2M of net new capital in Q2 2026, opening 12 new positions and adding to 41 existing holdings. Its largest new stake was iShares Systematic Alternatives Active ETF: 293,252 shares worth $8.23M.

By sector, the portfolio is most concentrated in Technology at 1.1% of assets, up from 0.87% a quarter earlier, followed by Industrials and Communication Services.

On the sell side, the largest reduction was iShares MSCI USA Quality Factor ETF, an estimated $4.72M trimmed.

  • Archer Investment Management's largest Q2 2026 buy was iShares Systematic Alternatives Active ETF: 293,252 shares worth $8.23M.
  • Archer Investment Management added most to iShares Core S&P 500 ETF in Q2 2026, an estimated $17.2M increase.
  • Archer Investment Management's biggest Q2 2026 reduction was iShares MSCI USA Quality Factor ETF, cutting an estimated $4.72M.
  • Archer Investment Management fully exited iShares Long-Term National Muni Bond ETF in Q2 2026, selling an estimated $677K.
  • Archer Investment Management's ten largest holdings make up 45% of its $293M portfolio in Q2 2026.
  • Archer Investment Management opened 12 new positions and closed 10 in Q2 2026.
  • Archer Investment Management's portfolio value rose 23% quarter-over-quarter to $293M.

Based on Archer Investment Management's 13F filing for Q2 2026, filed 7 Jul 2026.