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
$118M
AUM Growth
-$611K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
136
New
Increased
Reduced
Closed

Top Buys

1
+$1.93M
2
+$1.41M
3
+$1.41M
4
ALLT icon
Allot
ALLT
+$571K
5
OUT icon
Outfront Media
OUT
+$299K

Top Sells

1
+$1.96M
2
+$292K
3
+$278K
4
COP icon
ConocoPhillips
COP
+$275K
5
GDX icon
VanEck Gold Miners ETF
GDX
+$269K

Sector Composition

1 Energy 19.29%
2 Consumer Discretionary 18.53%
3 Healthcare 11.29%
4 Technology 8.54%
5 Consumer Staples 7.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$383K 0.32%
10,285
+690
52
$380K 0.32%
3,594
53
$369K 0.31%
9,755
54
$368K 0.31%
6,516
55
$356K 0.3%
10,360
56
$354K 0.3%
8,270
57
$349K 0.3%
17,415
+3,750
58
$345K 0.29%
1,750
-250
59
$344K 0.29%
3,700
60
$343K 0.29%
23,675
61
$337K 0.29%
3,608
62
$320K 0.27%
26,725
63
$313K 0.27%
6,360
+2,535
64
$313K 0.27%
11,732
65
$306K 0.26%
5,040
+1,060
66
$299K 0.25%
+13,337
67
$291K 0.25%
30,000
68
$279K 0.24%
3,630
69
$278K 0.24%
4,810
70
$277K 0.23%
3,317
71
$272K 0.23%
7,995
72
$272K 0.23%
6,542
73
$267K 0.23%
+13,810
74
$265K 0.22%
13,305
75
$263K 0.22%
+7,995
1 2
3
4 5