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
$262M
AUM Growth
+$3.16M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
58
New
Increased
Reduced
Closed

Top Buys

1 +$2.32M
2 +$595K
3 +$31.6K
4
MSFT icon
Microsoft
MSFT
+$632

Top Sells

1 +$3.42M
2 +$514K
3 +$203K
4
DIS icon
Walt Disney
DIS
+$108K
5
ATVI
Activision Blizzard
ATVI
+$93.6K

Sector Composition

1 Communication Services 32.9%
2 Consumer Discretionary 17.88%
3 Energy 13.35%
4 Healthcare 9.4%
5 Technology 7.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$239K 0.09%
48,837
-1
52
$230K 0.09%
1,000
53
$208K 0.08%
12,322
54
$56.5K 0.02%
780
55
$52.5K 0.02%
38,308
56
$47.7K 0.02%
3,270
57
-54,849
58
-15,093