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
$337M
AUM Growth
+$3.25M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
135
New
Increased
Reduced
Closed

Top Buys

1
+$21.5M
2
+$11.4M
3
+$7.54M
4
NAUT icon
Nautilus Biotechnolgy
NAUT
+$7.51M
5
HOOD icon
Robinhood
HOOD
+$7.22M

Top Sells

1
+$26.9M
2
+$6.18M
3
+$5.16M
4
AAPL icon
Apple
AAPL
+$4.54M
5
MSFT icon
Microsoft
MSFT
+$3.03M

Sector Composition

1 Communication Services 29.28%
2 Healthcare 18.93%
3 Consumer Discretionary 17.86%
4 Technology 10.75%
5 Energy 6.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$586K 0.17%
15,360
-3,019
52
$511K 0.15%
+29,778
53
$486K 0.14%
+4,424
54
$484K 0.14%
30,000
55
$374K 0.11%
2,106
-25,560
56
$372K 0.11%
13,329
57
$309K 0.09%
5,050
-5,494
58
$284K 0.08%
+1,705
59
$237K 0.07%
5,321
-1,567
60
$217K 0.06%
1,000
-2,647
61
$201K 0.06%
+4,070
62
$169K 0.05%
+43,284
63
$167K 0.05%
11,010
-407,174
64
$152K 0.05%
2,167
65
$139K 0.04%
25,747
-2,500
66
$135K 0.04%
4,188
-160,163
67
$94K 0.03%
+14,000
68
– –
-1,009
69
– –
-2,272
70
– –
-1,740
71
– –
-21,545
72
– –
-4,402
73
– –
-1,110
74
– –
-6,548
75
– –
-788
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3
4 5