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
+$39M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
120
New
Increased
Reduced
Closed

Top Buys

1
+$10.6M
2
+$9.24M
3
+$8.59M
4
AAPL icon
Apple
AAPL
+$3.63M
5
MSFT icon
Microsoft
MSFT
+$3.05M

Top Sells

1
+$12.8M
2
+$4.72M
3
+$2.3M
4
MPLX icon
MPLX
MPLX
+$1.23M
5
PAA icon
Plains All American Pipeline
PAA
+$807K

Sector Composition

1 Communication Services 35.47%
2 Consumer Discretionary 17.38%
3 Healthcare 13.58%
4 Energy 7.97%
5 Technology 5.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.31M 0.69%
116,974
-26,550
27
$2.23M 0.67%
15,065
-31,911
28
$1.99M 0.6%
19,610
-210
29
$1.89M 0.57%
80,000
+5,748
30
$1.89M 0.57%
246,214
+11,408
31
$1.88M 0.56%
12,875
+597
32
$1.69M 0.51%
59,504
-43,250
33
$1.25M 0.38%
23,000
34
$1.24M 0.37%
+3,654
35
$1.13M 0.34%
5,038
+480
36
$1.12M 0.34%
35,550
37
$975K 0.29%
17,911
+3,336
38
$954K 0.29%
+46,040
39
$852K 0.26%
31,516
-10,000
40
$828K 0.25%
2,310
41
$812K 0.24%
3,647
+2,647
42
$807K 0.24%
+3,123
43
$798K 0.24%
5,443
+61
44
$789K 0.24%
17,000
+2,847
45
$760K 0.23%
64,750
-52,163
46
$669K 0.2%
+24,408
47
$662K 0.2%
18,379
+2,064
48
$620K 0.19%
10,544
+5,294
49
$610K 0.18%
+3,778
50
$600K 0.18%
+4,290
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