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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
SCZ icon
126
iShares MSCI EAFE Small-Cap ETF
SCZ
$13.5B
– –
-3,328
Closed -$258K
SGOV icon
127
iShares 0-3 Month Treasury Bond ETF
SGOV
$101B
– –
-55,266
Closed -$5.55M
SIVR icon
128
abrdn Physical Silver Shares ETF
SIVR
$4.56B
– –
-3,957
Closed -$268K
SPYV icon
129
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
$36.6B
– –
-3,597
Closed -$204K
TLT icon
130
iShares 20+ Year Treasury Bond ETF
TLT
$40.5B
– –
-44,911
Closed -$3.91M
VBK icon
131
Vanguard Morningstar Small-Cap Growth ETF
VBK
$24.5B
– –
-748
Closed -$226K
VGLT icon
132
Vanguard Long-Term Treasury ETF
VGLT
$10.3B
– –
-11,853
Closed -$661K
VSGX icon
133
Vanguard ESG International Stock ETF
VSGX
$6.73B
– –
-4,012
Closed -$287K
XJR icon
134
iShares ESG Screened S&P Small-Cap ETF
XJR
$188M
– –
-6,191
Closed -$264K
XLC icon
135
State Street Communication Services Select Sector SPDR ETF
XLC
$22.6B
– –
-2,866
Closed -$337K
XLG icon
136
Invesco S&P 500 Top 50 ETF
XLG
$11B
– –
-36,513
Closed -$2.16M
XLV icon
137
State Street Health Care Select Sector SPDR ETF
XLV
$44B
– –
-2,937
Closed -$455K
XLY icon
138
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
$23.8B
– –
-2,948
Closed -$352K
ETH
139
Grayscale Ethereum Staking Mini ETF Shares
ETH
$1.71B
– –
-53,070
Closed -$1.49M
GARP
140
iShares MSCI USA Quality GARP ETF
GARP
$2.82B
– –
-8,767
Closed -$597K
BTC
141
Grayscale Bitcoin Mini Trust ETF
BTC
$3.39B
– –
-29,714
Closed -$1.15M
HIMU
142
iShares High Yield Muni Active ETF
HIMU
$2.44B
– –
-4,594
Closed -$224K
BDVL
143
iShares Disciplined Volatility Equity Active ETF
BDVL
$1.77B
– –
-58,959
Closed -$1.46M
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.