AI

ArchPoint Investors Portfolio holdings

AUM $422M
1-Year Est. Return 33.24%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+33.24%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$295M
AUM Growth
-$58.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
128
New
Increased
Reduced
Closed

Top Buys

1
+$4.26M
2
+$1.33M
3
+$1.29M
4
WMB icon
Williams Companies
WMB
+$1.08M
5
ET icon
Energy Transfer Partners
ET
+$1.06M

Top Sells

1
+$24.6M
2
+$6.32M
3
+$5.98M
4
NBIX icon
Neurocrine Biosciences
NBIX
+$3.99M
5
GPC icon
Genuine Parts
GPC
+$3.45M

Sector Composition

1 Communication Services 40.14%
2 Consumer Discretionary 22.21%
3 Energy 10.07%
4 Healthcare 9.9%
5 Real Estate 4.73%
Name Market Value Portfolio Weight Shares or Principal Change
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