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ArchPoint Investors Portfolio holdings

AUM $420M
1-Year Est. Return 42.19%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+42.19%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$365M
AUM Growth
+$24.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
74
New
Increased
Reduced
Closed

Top Buys

1
+$2.52M
2
+$2.18M
3
+$319K
4
XLE icon
State Street Energy Select Sector SPDR ETF
XLE
+$307K
5
GLD icon
SPDR Gold Trust
GLD
+$286K

Top Sells

1
+$15.9M
2
+$1.13M
3
+$539K
4
AMZN icon
Amazon
AMZN
+$484K
5
NAUT icon
Nautilus Biotechnolgy
NAUT
+$451K

Sector Composition

1 Communication Services 24.98%
2 Consumer Discretionary 12.14%
3 Energy 10.21%
4 Industrials 6.48%
5 Healthcare 3.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.19M 0.88%
17,850
-4,111
27
$3.12M 0.86%
34,136
28
$3.11M 0.85%
62,220
+696
29
$3.08M 0.84%
179,239
+1,815
30
$3.05M 0.84%
19,610
31
$2.99M 0.82%
29,875
32
$2.9M 0.8%
+22,000
33
$2.72M 0.75%
71,081
-7,219
34
$2.65M 0.73%
36,315
35
$2.58M 0.71%
7,262
+897
36
$2.42M 0.66%
16,750
37
$2.17M 0.6%
46,325
38
$2.16M 0.59%
223,528
+3,000
39
$2.11M 0.58%
5,000
40
$2.02M 0.55%
30,117
41
$1.75M 0.48%
34,614
42
$1.69M 0.46%
2,300
43
$1.68M 0.46%
3,246
+2
44
$1.57M 0.43%
100,964
45
$1.41M 0.39%
7,540
46
$1.38M 0.38%
35,212
47
$1.3M 0.36%
2,164
48
$1.06M 0.29%
54,220
49
$1.05M 0.29%
10,400
-11,425
50
$670K 0.18%
2,450
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