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
$182M
AUM Growth
+$40.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
169
New
Increased
Reduced
Closed

Top Buys

1
+$18M
2
+$17.7M
3
+$3.5M
4
AAPL icon
Apple
AAPL
+$2.43M
5
GLD icon
SPDR Gold Trust
GLD
+$1.76M

Top Sells

1
+$3.79M
2
+$1.85M
3
+$1.8M
4
IBM icon
IBM
IBM
+$1.08M
5
ATVI
Activision Blizzard
ATVI
+$1.06M

Sector Composition

1 Communication Services 34.32%
2 Consumer Discretionary 15.92%
3 Technology 8.17%
4 Healthcare 8.09%
5 Energy 6.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.21M 0.66%
27,066
+14,852
27
$1.15M 0.63%
35,470
-590
28
$998K 0.55%
14,506
29
$885K 0.48%
31,090
30
$881K 0.48%
53,211
+1,198
31
$758K 0.42%
38,583
-91,673
32
$639K 0.35%
21,585
-3,972
33
$595K 0.33%
9,515
34
$593K 0.32%
13,015
35
$569K 0.31%
5,780
36
$561K 0.31%
11,895
+3,780
37
$530K 0.29%
31,785
+12,725
38
$528K 0.29%
11,160
-740
39
$527K 0.29%
16,430
40
$525K 0.29%
16,950
+11,600
41
$515K 0.28%
24,370
42
$494K 0.27%
4,810
-910
43
$488K 0.27%
30,655
+450
44
$464K 0.25%
14,760
45
$458K 0.25%
9,028
46
$457K 0.25%
23,525
47
$456K 0.25%
200,000
48
$454K 0.25%
9,235
49
$450K 0.25%
7,885
50
$450K 0.25%
16,960
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