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
$321M
AUM Growth
+$6.79M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
168
New
Increased
Reduced
Closed

Top Buys

1
+$9.26M
2
+$4M
3
+$1.9M
4
DISH
DISH Network Corp.
DISH
+$1.79M
5
STKL
SunOpta
STKL
+$751K

Top Sells

1
+$4.59M
2
+$2.96M
3
+$1.78M
4
APC
Anadarko Petroleum
APC
+$1.63M
5
KMI icon
Kinder Morgan
KMI
+$1.53M

Sector Composition

1 Communication Services 42.41%
2 Consumer Discretionary 10.51%
3 Healthcare 7.6%
4 Real Estate 5.55%
5 Energy 4.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.9M 0.59%
+35,133
27
$1.89M 0.59%
7,666
+1,244
28
$1.79M 0.56%
+37,448
29
$1.63M 0.51%
42,600
30
$1.53M 0.48%
240,825
-1
31
$1.43M 0.45%
31,006
-1,054
32
$1.19M 0.37%
16,805
-14,303
33
$1.18M 0.37%
9,540
34
$1.06M 0.33%
333,739
-84,963
35
$1.04M 0.32%
25,341
36
$1.03M 0.32%
15,273
37
$1.02M 0.32%
38,373
-40,662
38
$971K 0.3%
33,064
+2,277
39
$969K 0.3%
27,311
+1,945
40
$868K 0.27%
26,865
41
$862K 0.27%
18,655
-99,313
42
$843K 0.26%
24,528
43
$837K 0.26%
10,000
44
$823K 0.26%
11,261
-8,734
45
$781K 0.24%
41,090
46
$774K 0.24%
12,095
47
$766K 0.24%
18,116
-1,000
48
$756K 0.24%
40,230
-11,325
49
$751K 0.23%
+97,575
50
$701K 0.22%
50,720
+4,845
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