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
$259M
AUM Growth
+$28.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
57
New
Increased
Reduced
Closed

Top Buys

1 +$6.02M
2 +$4.6M
3 +$332K
4
MSFT icon
Microsoft
MSFT
+$1.02K
5
BRDS
Bird Global, Inc.
BRDS
+$2

Top Sells

1 +$595K
2 +$240K
3 +$116K
4
AMZN icon
Amazon
AMZN
+$15.6K
5
DBL
DoubleLine Opportunistic Credit Fund
DBL
+$14.5K

Sector Composition

1 Communication Services 30.56%
2 Consumer Discretionary 18.4%
3 Energy 13.72%
4 Healthcare 10.52%
5 Technology 8.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$237K 0.09%
1,000
52
$201K 0.08%
48,838
53
$186K 0.07%
12,322
54
$58K 0.02%
780
55
$57.9K 0.02%
3,270
56
$36.3K 0.01%
38,308
57
$30.5K 0.01%
15,093
+1