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
$240M
AUM Growth
-$21.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
59
New
Increased
Reduced
Closed

Top Buys

1
+$455K
2
+$321K
3
+$202K
4
SFIX icon
Stitch Fix
SFIX
+$67.8K
5
BXSL icon
Blackstone Secured Lending
BXSL
+$8.52K

Top Sells

1
+$8.45M
2
+$8.01M
3
+$7.72M
4
NAUT icon
Nautilus Biotechnolgy
NAUT
+$4.58M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$2.55M

Sector Composition

1 Communication Services 37.26%
2 Consumer Discretionary 21.05%
3 Energy 15.09%
4 Healthcare 5.18%
5 Industrials 4.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$67.8K 0.03%
+19,000
52
$52.7K 0.02%
780
53
$24.6K 0.01%
3,270
54
– –
-260,739
55
– –
-1,449,551
56
– –
-1,047,386
57
– –
-48,837
58
– –
-741,854
59
– –
-90,260
1 2
3