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
$365M
AUM Growth
+$24.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
74
New
Increased
Reduced
Closed

Top Buys

1 +$2.9M
2 +$1.78M
3 +$336K
4
GLD icon
SPDR Gold Trust
GLD
+$319K
5
XLE icon
Energy Select Sector SPDR Fund
XLE
+$314K

Top Sells

1 +$15.9M
2 +$1.15M
3 +$735K
4
AMZN icon
Amazon
AMZN
+$470K
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%