AI
ArchPoint Investors Portfolio holdings
AUM
$340M
This Quarter Return
+3.35%
1 Year Return
+14.31%
3 Year Return
+78.95%
5 Year Return
+109%
10 Year Return
+286.4%
AUM
$84.8M
AUM Growth
–
Cap. Flow
+$84.8M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
49.06%
Holding
90
New
90
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
La-Z-Boy
LZB
|
$17.4M |
| 2 |
Genuine Parts
GPC
|
$3.74M |
| 3 |
Thermo Fisher Scientific
TMO
|
$3.23M |
| 4 |
Merck
MRK
|
$3.16M |
| 5 |
Altria Group
MO
|
$2.77M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Consumer Discretionary | 25.87% |
| 2 | Energy | 13.18% |
| 3 | Healthcare | 12.34% |
| 4 | Technology | 11.81% |
| 5 | Industrials | 7.2% |
