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ARCHER INVESTMENT SERIES TRUST

CIK: 0001477491 Equity
Report date: 2026-04-27
AUM $25M
Expense Ratio —
Category Equity
State —
Fiscal Year End —
Inception Date —
Manager —
Latest Filing 2026-04-27

About this Fund

Archer Investment Series Trust is a prominent player in the mutual fund industry, dedicated to providing a wide range of investment solutions to cater to the diverse needs of its clients. As a trusted asset management company, Archer Investment Series Trust specializes in the management of various mutual fund schemes, including equity, debt, hybrid, and money market funds, all designed to help investors achieve their long-term financial goals. With a strong focus on wealth management, the company's expert team of investment professionals works tirelessly to create and manage portfolios that are tailored to meet the unique requirements of each investor, whether individual or institutional. By offering a systematic investment plan, or SIP, Archer Investment Series Trust enables its clients to invest a fixed amount of money at regular intervals, thereby promoting a disciplined approach to investing and helping to mitigate the risks associated with market volatility. Through its comprehensive suite of mutual fund products, Archer Investment Series Trust aims to provide investors with the opportunity to grow their wealth over time, while also ensuring that their investments are aligned with their individual risk tolerance and investment objectives. The company's equity funds, for instance, are designed to capitalize on the growth potential of the stock market, while its debt funds focus on generating regular income through investments in high-quality fixed-income securities. Meanwhile, its hybrid funds offer a balanced approach, combining the benefits of both equity and debt investments to create a diversified portfolio that can help to optimize returns while minimizing risk. With a keen eye on the ever-changing market landscape, Archer Investment Series Trust's experienced investment team continuously monitors and adjusts its portfolios to ensure that they remain aligned with the company's overall investment strategy and goals. Archer Investment Series Trust's commitment to transparency, accountability, and exceptional customer service has earned it the trust and loyalty of its investors, who appreciate the company's dedication to helping them achieve their financial objectives. By providing a range of investment options and a high level of personalized service, Archer Investment Series Trust has established itself as a reliable partner for investors seeking to navigate the complexities of the mutual fund market. With its strong foundation in asset management and wealth management, the company is well-positioned to continue delivering value to its clients, while also adapting to the evolving needs of the investment landscape. As a result, Archer Investment Series Trust remains a preferred choice among investors seeking a trusted and experienced mutual fund company to help them build and manage their investment portfolios over the long term.

Holdings

From latest SEC N-PORT filing · US-listed stocks only

22 positions
# Security Name CUSIP Asset Type Weight % Value ($M) Quantity
1 GOOG Alphabet, Inc. Since 2026-05-10 02079K305 Equity (Common)
5.26%
 $1.31 4,200
2 AMZN Amazon.com, Inc. Since 2026-05-10 023135106 Equity (Common)
3.20%
 $0.80 3,800
3 AAPL Apple, Inc. Since 2026-05-10 037833100 Equity (Common)
3.72%
 $0.93 3,504
4 AVGO Broadcom, Inc. Since 2026-05-10 11135F101 Equity (Common)
2.95%
 $0.73 2,300
5 NET Cloudflare, Inc. Since 2026-05-10 18915M107 Equity (Common)
2.00%
 $0.50 2,900
6 DOCS Doximity, Inc. Since 2026-05-10 26622P107 Equity (Common)
0.87%
 $0.22 8,850
7 DT Dynatrace, Inc. Since 2026-05-10 268150109 Equity (Common)
0.59%
 $0.15 4,105
8 JPM JPMorgan Chase & Co. Since 2026-05-10 46625H100 Equity (Common)
2.77%
 $0.69 2,300
9 LIN Linde plc Since 2026-05-10 G5494J103 Equity (Common)
2.45%
 $0.61 1,200
10 MDT Medtronic plc Since 2026-05-10 585055106 Equity (Common)
1.77%
 $0.44 4,525
11 MRK Merck & Co., Inc. Since 2026-05-10 58933Y105 Equity (Common)
2.85%
 $0.71 5,730
12 META Meta Platforms, Inc. Since 2026-05-10 30303M102 Equity (Common)
3.39%
 $0.85 1,305
13 MU Micron Technology, Inc. Since 2026-05-10 595112103 Equity (Common)
1.32%
 $0.33 800
14 NEE NextEra Energy, Inc. Since 2026-05-10 65339F101 Equity (Common)
2.54%
 $0.63 6,750
15 PLTR Palantir Technologies, Inc. Since 2026-05-10 69608A108 Equity (Common)
0.56%
 $0.14 1,022
16 PANW Palo Alto Networks, Inc. Since 2026-05-10 697435105 Equity (Common)
0.84%
 $0.21 1,400
17 NOW ServiceNow, Inc. Since 2026-05-10 81762P102 Equity (Common)
0.59%
 $0.15 1,355
18 SNOW Snowflake, Inc. Since 2026-05-10 833445109 Equity (Common)
0.56%
 $0.14 830
19 HD The Home Depot, Inc. Since 2026-05-10 437076102 Equity (Common)
2.25%
 $0.56 1,470
20 TMO Thermo Fisher Scientific, Inc. Since 2026-05-10 883556102 Equity (Common)
1.87%
 $0.47 895
21 URI United Rentals, Inc. Since 2026-05-10 911363109 Equity (Common)
2.36%
 $0.59 700
22 V Visa, Inc. Since 2026-05-10 92826C839 Equity (Common)
1.99%
 $0.50 1,550
Frequently Asked Questions — ARCHER INVESTMENT SERIES TRUST
What type of mutual fund is ARCHER INVESTMENT SERIES TRUST?
ARCHER INVESTMENT SERIES TRUST is a SEC-registered Equity fund, with $25M in assets under management. Equity funds invest primarily in a diversified portfolio of stocks and equities, aiming for long-term capital appreciation. They carry higher market risk than bond or money market funds but historically offer stronger long-term returns. Equity mutual funds can be further classified as large-cap, mid-cap, small-cap, growth, value, or sector-specific depending on their investment mandate. As of its latest SEC N-PORT filing, ARCHER INVESTMENT SERIES TRUST holds 22 portfolio positions, all detailed in the holdings table on this page.
What are ARCHER INVESTMENT SERIES TRUST's assets under management (AUM)?
ARCHER INVESTMENT SERIES TRUST has $25M in assets under management (AUM) according to its most recent SEC N-PORT filing on StockSifting. AUM represents the total market value of all securities and other assets held by the fund as of the report date. A larger AUM generally signals a more established fund with greater institutional adoption, more trading liquidity, and potentially lower per-unit operational costs due to economies of scale. AUM changes daily as market prices fluctuate and as investors purchase or redeem fund shares — the figure shown here reflects the most recently available N-PORT disclosure, not the current real-time value. For the live figure, consult the fund's official website or its latest SEC EDGAR filing.
What are ARCHER INVESTMENT SERIES TRUST's top holdings?
According to ARCHER INVESTMENT SERIES TRUST's most recent SEC N-PORT filing, the fund's largest holdings by portfolio weight include Alphabet, Inc., Amazon.com, Inc., Apple, Inc. , among others. The complete list of all 22 holdings — including CUSIP, asset type, portfolio weight percentage, dollar value, and share quantity — is available in the holdings table above. Holdings data is sourced directly from SEC EDGAR N-PORT filings and reflects the fund's positions as of the report date shown at the top of this page. Due to the 60-day SEC disclosure lag, these positions may differ from the fund's current portfolio. For the latest holdings before public release, refer to SEC EDGAR directly.
What is ARCHER INVESTMENT SERIES TRUST's expense ratio?
Expense ratio data for ARCHER INVESTMENT SERIES TRUST is not currently available in StockSifting's database. The expense ratio is the annual fee charged by a mutual fund as a percentage of your investment, covering management fees and operational costs. It is one of the most important factors affecting net long-term returns — lower expense ratios allow more of a fund's gross performance to flow through to investors. For the most accurate and current expense ratio, refer to the fund's official prospectus or its SEC EDGAR filings. You can also contact us if you believe this data should be present.
Where can I find ARCHER INVESTMENT SERIES TRUST's SEC filings?
ARCHER INVESTMENT SERIES TRUST is required to file monthly portfolio reports (Form N-PORT) with the U.S. Securities and Exchange Commission (SEC). Its SEC Central Index Key (CIK) is 0001477491. You can access all of ARCHER INVESTMENT SERIES TRUST's SEC filings — including N-PORT holdings disclosures, annual reports (Form N-CEN), and registration statements — directly on SEC EDGAR (CIK: 0001477491). N-PORT filings disclose the fund's complete portfolio holdings, fair value measurements, and certain risk metrics as of each filing period end date. StockSifting automatically parses these filings to populate the holdings table, AUM figures, and expense ratio displayed on this page, making the raw EDGAR data accessible without needing to download and parse XML files manually.
How current is ARCHER INVESTMENT SERIES TRUST's holdings data on StockSifting?
Holdings data for ARCHER INVESTMENT SERIES TRUST on StockSifting is sourced from its most recent SEC EDGAR N-PORT filing. Under SEC rules, registered investment companies must file N-PORT reports monthly, but these are made publicly available approximately 60 days after the reporting period end date. This means the holdings shown on this page reflect the fund's portfolio from roughly two months prior — not today's exact positions. The Report date displayed at the top of this page indicates exactly when the underlying data was current. If the fund has made significant portfolio changes since that date — responding to market events, earnings releases, or macro shifts — those changes will not be reflected here until the next N-PORT filing is released. For the most up-to-date holdings before the public disclosure window, refer to the fund's official website or SEC EDGAR directly. StockSifting is best used for fundamental research and historical portfolio analysis, not real-time trading decisions.