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
$337M
AUM Growth
+$3.25M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
135
New
Increased
Reduced
Closed

Top Buys

1
+$21.5M
2
+$11.4M
3
+$7.54M
4
NAUT icon
Nautilus Biotechnolgy
NAUT
+$7.51M
5
HOOD icon
Robinhood
HOOD
+$7.22M

Top Sells

1
+$26.9M
2
+$6.18M
3
+$5.16M
4
AAPL icon
Apple
AAPL
+$4.54M
5
MSFT icon
Microsoft
MSFT
+$3.03M

Sector Composition

1 Communication Services 29.28%
2 Healthcare 18.93%
3 Consumer Discretionary 17.86%
4 Technology 10.75%
5 Energy 6.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.45M 0.73%
20,590
+5,525
27
$2.3M 0.68%
19,610
28
$2.24M 0.67%
116,974
29
$2.02M 0.6%
125,348
+1,500
30
$2M 0.59%
80,000
31
$1.98M 0.59%
247,214
+1,000
32
$1.97M 0.58%
+37,231
33
$1.8M 0.54%
94,500
34
$1.76M 0.52%
59,504
35
$1.45M 0.43%
176,346
-102,000
36
$1.18M 0.35%
+29,175
37
$1.18M 0.35%
+40,000
38
$1.14M 0.34%
23,000
39
$1.09M 0.32%
5,000
-38
40
$1.04M 0.31%
+10,328
41
$935K 0.28%
36,550
+1,000
42
$924K 0.27%
14,575
-3,336
43
$919K 0.27%
2,310
44
$834K 0.25%
31,516
45
$834K 0.25%
1,297
+863
46
$821K 0.24%
17,000
47
$680K 0.2%
4,577
-866
48
$663K 0.2%
24,408
49
$618K 0.18%
12,875
50
$612K 0.18%
1,819
-8,994
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