AI

ArchPoint Investors Portfolio holdings

AUM $365M
1-Year Est. Return 25.04%
This Quarter Est. Return
1 Year Est. Return
+25.04%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$90.8M
AUM Growth
+$6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
96
New
Increased
Reduced
Closed

Top Buys

1
+$2.09M
2
+$797K
3
+$293K
4
GRMN icon
Garmin
GRMN
+$241K
5
GA
GIANT INTERACTIVE GROUP INC ADR (CAYMAN ISLANDS)
GA
+$115K

Top Sells

1
+$1.19M
2
+$316K
3
+$311K
4
HRB icon
H&R Block
HRB
+$255K
5
GDX icon
VanEck Gold Miners ETF
GDX
+$216K

Sector Composition

1 Consumer Discretionary 26.06%
2 Energy 14.58%
3 Healthcare 11.93%
4 Technology 11.53%
5 Industrials 8.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$835K 0.92%
18,025
+1,450
27
$819K 0.9%
14,506
28
$802K 0.88%
12,006
+300
29
$657K 0.72%
12,475
30
$608K 0.67%
13,347
31
$599K 0.66%
30,000
32
$566K 0.62%
7,085
33
$534K 0.59%
16,070
34
$524K 0.58%
7,260
35
$503K 0.55%
15,210
36
$489K 0.54%
6,150
+250
37
$459K 0.51%
8,925
38
$435K 0.48%
5,060
+270
39
$416K 0.46%
9,860
40
$388K 0.43%
5,925
41
$386K 0.43%
6,939
-121
42
$368K 0.41%
9,440
-95
43
$364K 0.4%
2,850
-40
44
$356K 0.39%
6,550
45
$352K 0.39%
9,490
-90
46
$336K 0.37%
2,000
47
$334K 0.37%
4,305
-258
48
$332K 0.37%
16,500
-120
49
$328K 0.36%
12,847
+2,105
50
$323K 0.36%
5,152
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