AI
ArchPoint Investors Portfolio holdings
AUM
$340M
This Quarter Return
-16.2%
1 Year Return
+14.31%
3 Year Return
+78.95%
5 Year Return
+109%
10 Year Return
+286.4%
AUM
$252M
AUM Growth
+$252M
(-13%)
Cap. Flow
+$29.7M
Cap. Flow
% of AUM
11.78%
Top 10 Holdings %
Top 10 Hldgs %
66.85%
Holding
65
New
5
Increased
12
Reduced
7
Closed
7
Top Buys
| 1 |
Amazon
AMZN
|
$21.6M |
| 2 |
Alphabet (Google) Class A
GOOGL
|
$7.01M |
| 3 |
Meta Platforms (Facebook)
META
|
$4.13M |
| 4 |
Cheniere Energy
LNG
|
$3.16M |
| 5 |
The Mosaic Company
MOS
|
$2.17M |
Top Sells
| 1 |
Robinhood
HOOD
|
$5.49M |
| 2 |
Roblox
RBLX
|
$2.61M |
| 3 |
Regenxbio
RGNX
|
$1.24M |
| 4 |
Confluent
CFLT
|
$1.24M |
| 5 |
SPDR S&P Oil & Gas Equipment & Services ETF
XES
|
$686K |
Sector Composition
| 1 | Communication Services | 32.04% |
| 2 | Consumer Discretionary | 17.15% |
| 3 | Healthcare | 16.9% |
| 4 | Energy | 11.75% |
| 5 | Technology | 6.98% |
