AI
ArchPoint Investors Portfolio holdings
AUM
$340M
1-Year Return
14.31%
This Quarter Return
-5.4%
1 Year Return
+14.31%
3 Year Return
+78.95%
5 Year Return
+109%
10 Year Return
+286.4%
AUM
$290M
AUM Growth
-$47.1M
(-14%)
Cap. Flow
-$17.5M
Cap. Flow
% of AUM
-6.02%
Top 10 Holdings %
Top 10 Hldgs %
67.32%
Holding
70
New
3
Increased
5
Reduced
14
Closed
10
Top Buys
| 1 |
MTTR
Matterport, Inc. Class A Common Stock
MTTR
|
+$5.42M |
| 2 |
SentinelOne
S
|
+$1.92M |
| 3 |
Spire Global
SPIR
|
+$820K |
| 4 |
SPDR S&P Oil & Gas Exploration & Production ETF
XOP
|
+$269K |
| 5 |
Amazon
AMZN
|
+$163K |
Top Sells
| 1 |
Grab
GRAB
|
+$7.54M |
| 2 |
Alerian MLP ETF
AMLP
|
+$4.24M |
| 3 |
DoorDash
DASH
|
+$2.8M |
| 4 |
Amplitude
AMPL
|
+$1.97M |
| 5 |
iShares Core MSCI EAFE ETF
IEFA
|
+$1.75M |
Sector Composition
| 1 | Communication Services | 31.53% |
| 2 | Consumer Discretionary | 16.91% |
| 3 | Healthcare | 16.16% |
| 4 | Energy | 9.94% |
| 5 | Technology | 9.01% |
