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
$170M
AUM Growth
-$5.04M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
99
New
Increased
Reduced
Closed

Top Buys

1
+$6.89M
2
+$3.57M
3
+$2.85M
4
XBI icon
State Street SPDR S&P Biotech ETF
XBI
+$2.25M
5
BSX icon
Boston Scientific
BSX
+$2.1M

Top Sells

1
+$18.5M
2
+$7.63M
3
+$2.07M
4
YHOO
Yahoo Inc
YHOO
+$1.88M
5
AAPL icon
Apple
AAPL
+$1.62M

Sector Composition

1 Consumer Discretionary 15.31%
2 Communication Services 13.88%
3 Healthcare 11.37%
4 Technology 10.83%
5 Real Estate 7.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$549K 0.32%
16,170
-4,116
52
$549K 0.32%
9,470
+1,345
53
$548K 0.32%
17,255
+2,530
54
$485K 0.29%
24,280
+5,400
55
$478K 0.28%
11,055
+2,120
56
$478K 0.28%
7,580
57
$468K 0.28%
+16,980
58
$445K 0.26%
27,730
59
$442K 0.26%
4,900
60
$437K 0.26%
11,340
+1,520
61
$416K 0.24%
3,601
+922
62
$414K 0.24%
16,945
+2,355
63
$403K 0.24%
12,475
64
$392K 0.23%
5,925
65
$391K 0.23%
1,750
66
$389K 0.23%
6,980
67
$386K 0.23%
16,070
68
$385K 0.23%
13,605
+4,955
69
$379K 0.22%
6,405
+785
70
$336K 0.2%
6,620
71
$314K 0.18%
16,215
-9,825
72
$303K 0.18%
4,510
-820
73
$302K 0.18%
4,220
-15,780
74
$281K 0.17%
+13,777
75
$271K 0.16%
7,075
-1,970
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3
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