AI

ArchPoint Investors Portfolio holdings

AUM $365M
1-Year Est. Return 25.04%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+25.04%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$170M
AUM Growth
-$5.04M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
99
New
Increased
Reduced
Closed

Top Buys

1
+$6.89M
2
+$3.57M
3
+$2.85M
4
XBI icon
State Street SPDR S&P Biotech ETF
XBI
+$2.25M
5
BSX icon
Boston Scientific
BSX
+$2.1M

Top Sells

1
+$18.5M
2
+$7.63M
3
+$2.07M
4
YHOO
Yahoo Inc
YHOO
+$1.88M
5
AAPL icon
Apple
AAPL
+$1.62M

Sector Composition

1 Consumer Discretionary 15.31%
2 Communication Services 13.88%
3 Healthcare 11.37%
4 Technology 10.83%
5 Real Estate 7.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.55M 0.91%
448,653
-170,378
27
$1.52M 0.9%
250,350
28
$1.1M 0.65%
14,506
29
$1.06M 0.63%
35,165
+6,065
30
$1.04M 0.61%
+15,070
31
$899K 0.53%
109,479
-95,620
32
$751K 0.44%
41,043
+2,460
33
$710K 0.42%
5,780
34
$670K 0.39%
19,240
+3,110
35
$662K 0.39%
20,605
+7,533
36
$641K 0.38%
20,823
+9,270
37
$631K 0.37%
23,350
+9,380
38
$627K 0.37%
8,180
+2,605
39
$626K 0.37%
29,690
+8,670
40
$621K 0.37%
9,915
+3,025
41
$614K 0.36%
9,155
+2,280
42
$612K 0.36%
15,130
+4,675
43
$611K 0.36%
13,330
+5,730
44
$602K 0.35%
9,225
+2,270
45
$595K 0.35%
20,290
-650
46
$594K 0.35%
12,336
+4,464
47
$575K 0.34%
11,650
+3,050
48
$575K 0.34%
19,095
+4,675
49
$572K 0.34%
27,775
+8,350
50
$568K 0.33%
12,945
+2,550
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