Archer Investment Management, LLC logo

Archer Investment Management, LLC Portfolio Analytics

Investment Analysis & Holdings Breakdown

Comprehensive portfolio analytics for Archer Investment Management, LLC with $162.8M in long positions as of Q3 2025, 92% allocated to ETF, and 57% concentrated in top 10 positions.

Portfolio Value
$162.8M
Top 10 Concentration
57%
Top Sector
ETF (92%)
US Exposure
100%
Market Cap Focus
N/A
Countries
2

Composition Analysis

Portfolio breakdown by sector, industry, and market capitalization

Sector Allocation

ETF: 92.20%ETFCommunication Services: 3.10%Technology: 1.50%Consumer Cyclical: 0.20%
ETF
92.20%
Communication Services
3.10%
Technology
1.50%
Consumer Cyclical
0.20%

Industry Breakdown

8 industries across all sectors

ETF: 92.19%ETFInternet Content & Information: 3.05%Consumer Electronics: 0.60%Semiconductors: 0.40%Software - Infrastructure: 0.22%Specialty Retail: 0.20%2 more: 0.29%
ETF
ETF
92.19%
Internet Content & Information
Communication Services
3.05%
Consumer Electronics
Technology
0.60%
Semiconductors
Technology
0.40%
Software - Infrastructure
Technology
0.22%
Specialty Retail
Consumer Cyclical
0.20%
Computer Hardware
Technology
0.15%
Communication Equipment
Technology
0.14%

Filter by Sector

Select a sector to filter industries

Market Cap Distribution

Mega Cap (> $200B): 4.38%Large Cap ($10B - $200B): 0.38%N/A (ETF or Unknown): 95.24%N/A (ETF or Unknown)
Mega Cap (> $200B)
4.38%
Large Cap ($10B - $200B)
0.38%
N/A (ETF or Unknown)
95.24%

Portfolio Concentration

Top 10 Holdings %
56.96%
Top 20 Holdings %
80.55%
Top 50 Holdings %
98.63%
Top 100 Holdings %
100.0%

Geographic Exposure

Portfolio breakdown by country of incorporation

Domestic (US)
99.77%
International
0.233%
Countries
2
Largest Int'l Market
Netherlands - 0.23%
United States of America
99.77% ($162.4M)
58 holdings
Netherlands
0.23% ($380.1K)
1 holdings

Holding Behavior

Investment patterns and position management analysis

Portfolio Stability & Commitment

Avg. Top 10
2.2 quarters
Avg. Top 20
2.2 quarters
Avg. All Positions
2.3 quarters
Median Holding Period
3 quarters
Persistence Rate
-
Persistent Holdings Weight
-
Persistent Positions
0
Longest Held
IQLT
iShares MSCI Intl Quality Factor ETFIQLT - 3 quarters

Position Sizing & Influence

Current Quarter

Avg. New Position
2.21%
Avg. Position Weight
1.69%
Largest Position
Dimensional Global Core Plus Fixed Income ETF logo
Dimensional Global Core Plus Fixed Income ETFDFGP - 9.24%
Largest Ownership Stake
NXP Semiconductors N.V. logo
NXP Semiconductors N.V.NXPI - 0.00%
Avg. Ownership Stake
0.000%
Ownership Stake >5%
0
Ownership Stake >1%
0

Historical (Since Q4 2024)

Avg. New Position
1.69%
Avg. Ownership Stake
0.000%
Largest Position
SCHR
Schwab Intermediately-Term U.S. Treasury ETFSCHR - 12.63% (Q2 2025)
Largest Ownership Stake
CLEANSPARK INC logo
CLEANSPARK INCCLSK - 0.00% (Q4 2024)

Portfolio Turnover

Current Quarter

Turnover Ratio
16.0%
Value Traded
$26.06M
Positions Added
9
Positions Exited
4

Historical (Since Q4 2024)

Avg. Turnover Ratio
24.2%
Avg. Positions Added
20
Avg. Positions Exited
5
Highest Turnover
50.0%
Q4 2024
Lowest Turnover
11.8%
Q1 2025

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