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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
IVE icon
1
iShares S&P 500 Value ETF
IVE
$49.1B
$13.9M 5.83%
65,657
+48,025
+272% +$10.4M
IVV icon
2
iShares Core S&P 500 ETF
IVV
$858B
$13.1M 5.52%
20,098
+13,548
+207% +$9.25M
CORO
3
iShares International Country Rotation Active ETF
CORO
$7.56B
$13.1M 5.52%
+407,781
New +$13.4M
IVW icon
4
iShares S&P 500 Growth ETF
IVW
$70.5B
$11.4M 4.79%
100,635
+69,738
+226% +$8.39M
DYNF icon
5
BlackRock US Equity Factor Rotation ETF
DYNF
$37.4B
$11.4M 4.78%
195,227
+112,204
+135% +$6.79M
SPEM icon
6
State Street SPDR Portfolio Emerging Markets ETF
SPEM
$16.7B
$6.68M 2.81%
142,494
+81,052
+132% +$3.95M
BAI
7
iShares A.I. Innovation and Tech Active ETF
BAI
$11.4B
$6.64M 2.79%
201,469
+149,681
+289% +$5.14M
QUAL icon
8
iShares MSCI USA Quality Factor ETF
QUAL
$45.7B
$6.61M 2.78%
34,483
+24,695
+252% +$4.95M
EAGG icon
9
iShares ESG Aware US Aggregate Bond ETF
EAGG
$4.97B
$6.49M 2.73%
136,477
+110,634
+428% +$5.3M
THRO
10
iShares U.S. Thematic Rotation Active ETF
THRO
$6.22B
$6.04M 2.54%
166,848
+122,346
+275% +$4.66M
PZA icon
11
Invesco National AMT-Free Municipal Bond ETF
PZA
$4.23B
$5.96M 2.51%
+259,293
New +$6.04M
LCTU icon
12
iShares U.S. Carbon Transition Readiness Aware Active ETF
LCTU
$1.19B
$5.78M 2.43%
82,480
+66,352
+411% +$4.87M
SUSC icon
13
iShares ESG Aware USD Corporate Bond ETF
SUSC
$1.29B
$5.65M 2.38%
244,396
+192,340
+369% +$4.5M
SHLD icon
14
Global X Defense Tech ETF
SHLD
$6.92B
$5.01M 2.11%
70,763
+59,569
+532% +$4.44M
BLCR icon
15
BlackRock Large Cap Core ETF
BLCR
$6.16B
$4.92M 2.07%
+119,791
New +$5.13M
MTUM icon
16
iShares MSCI USA Momentum Factor ETF
MTUM
$23.6B
$4.82M 2.03%
20,091
+14,677
+271% +$3.69M
USXF icon
17
iShares ESG Advanced MSCI USA ETF
USXF
$1.37B
$4.74M 1.99%
85,845
+77,874
+977% +$4.51M
DSI icon
18
iShares MSCI KLD 400 Social ETF
DSI
$5.1B
$4.73M 1.99%
39,065
+32,904
+534% +$4.21M
ESGU icon
19
iShares ESG Aware MSCI USA ETF
ESGU
$17.5B
$4.6M 1.93%
32,494
+26,011
+401% +$3.85M
EUSB icon
20
iShares ESG Advanced Universal USD Bond ETF
EUSB
$711M
$3.29M 1.39%
75,725
+66,015
+680% +$2.9M
IBIT icon
21
iShares Bitcoin Trust
IBIT
$47.2B
$3.25M 1.37%
84,634
+69,104
+445% +$2.99M
GOVT icon
22
iShares US Treasury Bond ETF
GOVT
$43.7B
$3.23M 1.36%
+140,981
New +$3.25M
BBUS icon
23
JPMorgan BetaBuilders US Equity ETF
BBUS
$8.63B
$3.08M 1.3%
+26,322
New +$3.23M
INMU icon
24
BlackRock Intermediate Muni Income Bond ETF
INMU
$541M
$3.06M 1.29%
127,835
+106,683
+504% +$2.59M
SCHB icon
25
Schwab US Broad Market ETF
SCHB
$42.3B
$3.05M 1.29%
121,697
-14,711
-11% -$386K
1
2 3 4 5

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CWA
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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.