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
$118M
AUM Growth
-$611K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
136
New
Increased
Reduced
Closed

Top Buys

1
+$1.93M
2
+$1.41M
3
+$1.41M
4
ALLT icon
Allot
ALLT
+$571K
5
OUT icon
Outfront Media
OUT
+$299K

Top Sells

1
+$1.96M
2
+$292K
3
+$278K
4
COP icon
ConocoPhillips
COP
+$275K
5
GDX icon
VanEck Gold Miners ETF
GDX
+$269K

Sector Composition

1 Energy 19.29%
2 Consumer Discretionary 18.53%
3 Healthcare 11.29%
4 Technology 8.54%
5 Consumer Staples 7.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.41M 1.19%
+74,200
27
$1.38M 1.17%
16,516
-230
28
$1.35M 1.15%
38,840
-56,295
29
$1.24M 1.05%
115,345
30
$1.22M 1.03%
14,506
31
$1.16M 0.98%
28,690
32
$1.1M 0.94%
123,149
33
$1.04M 0.88%
8,504
-418
34
$925K 0.78%
12,366
35
$909K 0.77%
42,000
-3,000
36
$801K 0.68%
13,347
37
$776K 0.66%
16,070
38
$734K 0.62%
12,475
39
$715K 0.61%
16,433
40
$671K 0.57%
26,645
-10,000
41
$646K 0.55%
8,925
42
$618K 0.52%
35,000
43
$607K 0.51%
25,720
-7,000
44
$571K 0.48%
+50,000
45
$488K 0.41%
5,190
46
$472K 0.4%
5,925
47
$435K 0.37%
16,349
-397
48
$420K 0.36%
8,880
49
$407K 0.34%
7,088
+1,224
50
$396K 0.34%
9,860
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