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
+$39M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
120
New
Increased
Reduced
Closed

Top Buys

1
+$10.6M
2
+$9.24M
3
+$8.59M
4
AAPL icon
Apple
AAPL
+$3.63M
5
MSFT icon
Microsoft
MSFT
+$3.05M

Top Sells

1
+$12.8M
2
+$4.72M
3
+$2.3M
4
MPLX icon
MPLX
MPLX
+$1.23M
5
PAA icon
Plains All American Pipeline
PAA
+$807K

Sector Composition

1 Communication Services 35.47%
2 Consumer Discretionary 17.38%
3 Healthcare 13.58%
4 Energy 7.97%
5 Technology 5.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$589K 0.18%
+1,508
52
$566K 0.17%
+7,477
53
$554K 0.17%
+1,594
54
$533K 0.16%
30,000
55
$530K 0.16%
+2,293
56
$523K 0.16%
+3,198
57
$517K 0.15%
+1,575
58
$493K 0.15%
+662
59
$454K 0.14%
+1,743
60
$428K 0.13%
+744
61
$406K 0.12%
+3,433
62
$400K 0.12%
+6,550
63
$367K 0.11%
+7,890
64
$366K 0.11%
+6,548
65
$365K 0.11%
+1,346
66
$361K 0.11%
13,329
67
$354K 0.11%
+788
68
$348K 0.1%
+559
69
$332K 0.1%
+2,571
70
$329K 0.1%
+7,371
71
$326K 0.1%
+2,169
72
$322K 0.1%
+3,311
73
$306K 0.09%
+1,864
74
$303K 0.09%
+1,110
75
$302K 0.09%
+5,589
1 2
3
4 5