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
$230M
AUM Growth
+$18.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
57
New
Increased
Reduced
Closed

Top Buys

1
+$1.57M
2
+$236K
3
+$106K
4
BLND icon
Blend Labs
BLND
+$19.1K
5
MOS icon
The Mosaic Company
MOS
+$9.18K

Top Sells

1
+$1.02M
2
+$1.01M
3
+$226K
4
EPD icon
Enterprise Products Partners
EPD
+$103K
5
GPC icon
Genuine Parts
GPC
+$83K

Sector Composition

1 Communication Services 29.87%
2 Consumer Discretionary 18.85%
3 Energy 15.4%
4 Healthcare 10.91%
5 Technology 6.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$202K 0.09%
12,322
52
$106K 0.05%
+15,092
53
$75.2K 0.03%
3,270
54
$41.5K 0.02%
780
55
$38.2K 0.02%
38,308
+19,154
56
– –
-24,775
57
– –
-2,020
1 2
3