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
$334M
AUM Growth
+$46.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
137
New
Increased
Reduced
Closed

Top Buys

1
+$4.75M
2
+$2.86M
3
+$2.71M
4
XLI icon
Industrial Select Sector SPDR Fund
XLI
+$2.62M
5
SRPT icon
Sarepta Therapeutics
SRPT
+$2.59M

Top Sells

1
+$5.09M
2
+$4.43M
3
+$3.61M
4
BSX icon
Boston Scientific
BSX
+$3.21M
5
IWM icon
iShares Russell 2000 ETF
IWM
+$1.36M

Sector Composition

1 Communication Services 44.37%
2 Consumer Discretionary 16.68%
3 Healthcare 11.97%
4 Energy 4.02%
5 Technology 2.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.5M 0.75%
+112,099
27
$2.37M 0.71%
98,400
-1,767
28
$1.9M 0.57%
29,350
29
$1.38M 0.41%
25,565
-55
30
$1.33M 0.4%
240,826
31
$1.17M 0.35%
26,570
-400
32
$1.15M 0.34%
9,405
-135
33
$936K 0.28%
15,830
-60
34
$914K 0.27%
31,410
-125
35
$879K 0.26%
14,506
36
$833K 0.25%
18,580
-85
37
$827K 0.25%
20,522
-85
38
$823K 0.25%
10,260
-50
39
$812K 0.24%
34,269
-861
40
$730K 0.22%
9,035
+255
41
$719K 0.22%
17,985
42
$716K 0.21%
5,815
-25
43
$712K 0.21%
16,075
-95
44
$680K 0.2%
+7,600
45
$672K 0.2%
6,455
-1,335
46
$666K 0.2%
33,400
+575
47
$641K 0.19%
17,290
-5,071
48
$634K 0.19%
7,000
-48,896
49
$599K 0.18%
+28,615
50
$582K 0.17%
10,215
-3,335
1
2
3 4 5