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
$334M
AUM Growth
+$46.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
137
New
Increased
Reduced
Closed

Top Buys

1
+$4.75M
2
+$2.86M
3
+$2.71M
4
XLI icon
Industrial Select Sector SPDR Fund
XLI
+$2.62M
5
SRPT icon
Sarepta Therapeutics
SRPT
+$2.59M

Top Sells

1
+$5.09M
2
+$4.43M
3
+$3.61M
4
BSX icon
Boston Scientific
BSX
+$3.21M
5
IWM icon
iShares Russell 2000 ETF
IWM
+$1.36M

Sector Composition

1 Communication Services 44.37%
2 Consumer Discretionary 16.68%
3 Healthcare 11.97%
4 Energy 4.02%
5 Technology 2.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$571K 0.17%
+6,950
52
$563K 0.17%
29,845
53
$503K 0.15%
23,955
-65
54
$486K 0.15%
9,065
-40
55
$477K 0.14%
9,255
-35
56
$467K 0.14%
5,790
57
$449K 0.13%
25,025
-9,435
58
$444K 0.13%
16,507
-56
59
$434K 0.13%
+3,000
60
$414K 0.12%
17,095
+1,705
61
$410K 0.12%
4,310
+845
62
$399K 0.12%
4,950
63
$388K 0.12%
23,215
+5,180
64
$384K 0.11%
10,000
-83,538
65
$384K 0.11%
13,375
-60
66
$362K 0.11%
4,550
-20
67
$358K 0.11%
16,800
-60
68
$353K 0.11%
3,525
69
$350K 0.1%
22,770
70
$298K 0.09%
21,050
71
$289K 0.09%
1,830
-15
72
$275K 0.08%
2,590
73
$247K 0.07%
23,265
-16,775
74
$245K 0.07%
4,740
75
$218K 0.07%
11,295
1 2
3
4 5