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Archer Investment Corp

RIA/Wealth

Archer Investment Corp is a RIA/Wealth based in Carmel, IN led by Troy Carter Patton, reporting $900.5M in AUM as of Q3 2025 with 54% ETF concentration.

CCOTroy Carter Patton
Portfolio Value
$433.5M
Positions
1,139
Top Holding
FTCS at 6.97%
Last Reported
Q3 2025
Address11711 N. College Ave, Suite 200, Carmel, IN, 46032, United States

Top Holdings

Largest long holdings in Archer Investment Corp's portfolio (33.1% of total portfolio)

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HoldingSectorPositionWeightTradedOwnership
ETF
ETF
$30.2M
6.97%
-$507.8K
Sold
322.4K shares
ETF
ETF
$29.0M
6.68%
-$267.2K
Sold
48.3K shares
ETF
ETF
$17.3M
3.99%
+$427.4K
Bought
221.1K shares
ETF
ETF
$14.6M
3.37%
+$6.8K
Bought
76.9K shares
ETF
ETF
$13.2M
3.05%
+$13.0M
Bought
326.4K shares
Unknown
Unknown
$10.4M
2.39%
+$563.5K
Bought
391.5K shares
ETF
ETF
$8.2M
1.90%
+$59.3K
Bought
144.5K shares
8
Apple logo
Apple
AAPL
Consumer Electronics
Technology
$7.5M
1.74%
+$26.7K
Bought
0.00%
29.6K shares
Software - Infrastructure
Technology
$6.9M
1.59%
-$177.7K
Sold
0.00%
13.3K shares
ETF
ETF
$6.3M
1.46%
+$379.0K
Bought
111.1K shares

Changes

Portfolio activity, position movements, and quarter-over-quarter changes in Archer Investment Corp's latest filing

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Market Value
$433.5M
Prior: $409.7M
Q/Q Change
+5.8%
+$23.8M
Net Flows % of MV
-0.109%
Turnover Ratio
5.31%
New Purchases
50 stocks
$5.9M
Added To
278 stocks
+$27.4M
Sold Out Of
32 stocks
$1.4M
Reduced Holdings
155 stocks
-$32.4M

Increased Positions

PositionShares Δ
New
New
New
New
New

Decreased Positions

PositionShares Δ
Sold
Sold
Sold
Sold
Sold

Analytics

Portfolio insights and performance metrics for Archer Investment Corp

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Sector Allocation

ETF: 53.50%ETFTechnology: 8.40%TechnologyHealthcare: 6.00%Financial Services: 5.40%Industrials: 4.80%Communication Services: 3.10%Consumer Cyclical: 2.70%Real Estate: 2.60%Energy: 2.50%Consumer Defensive: 2.40%Utilities: 2.00%Basic Materials: 0.50%
ETF
53.50%
Technology
8.40%
Healthcare
6.00%
Financial Services
5.40%
Industrials
4.80%
Communication Services
3.10%
Consumer Cyclical
2.70%
Real Estate
2.60%
Energy
2.50%
Consumer Defensive
2.40%
Utilities
2.00%
Basic Materials
0.50%

Market Cap Distribution

Mega Cap (> $200B): 19.92%Mega Cap (> $200B)Large Cap ($10B - $200B): 18.67%Large Cap ($10B - $200B)Mid Cap ($2B - $10B): 1.61%Small Cap ($300M - $2B): 0.13%Micro Cap ($50M - $300M): 0.04%Nano Cap (< $50M): 0.06%N/A (ETF or Unknown): 59.58%N/A (ETF or Unknown)
Mega Cap (> $200B)
19.92%
Large Cap ($10B - $200B)
18.67%
Mid Cap ($2B - $10B)
1.61%
Small Cap ($300M - $2B)
0.13%
Micro Cap ($50M - $300M)
0.04%
Nano Cap (< $50M)
0.06%
N/A (ETF or Unknown)
59.58%

Portfolio Concentration

Top 10 Holdings %
33.15%
Top 20 Holdings %
45.23%
Top 50 Holdings %
63.95%
Top 100 Holdings %
77.63%

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