AI
ArchPoint Investors Portfolio holdings
AUM
$340M
1-Year Return
14.31%
This Quarter Return
+8.01%
1 Year Return
+14.31%
3 Year Return
+78.95%
5 Year Return
+109%
10 Year Return
+286.4%
AUM
$240M
AUM Growth
-$679K
(-0.28%)
Cap. Flow
-$22.3M
Cap. Flow
% of AUM
-9.31%
Top 10 Holdings %
Top 10 Hldgs %
52.68%
Holding
74
New
21
Increased
3
Reduced
4
Closed
7
Top Buys
| 1 |
Vanguard Total Stock Market ETF
VTI
|
+$17.1M |
| 2 |
Vanguard S&P 500 Growth ETF
VOOG
|
+$13.8M |
| 3 |
iShares 7-10 Year Treasury Bond ETF
IEF
|
+$12.4M |
| 4 |
Vanguard S&P 500 ETF
VOO
|
+$10.4M |
| 5 |
Vanguard Value ETF
VTV
|
+$4.8M |
Top Sells
| 1 |
Alphabet (Google) Class A
GOOGL
|
+$86.1M |
| 2 |
Amazon
AMZN
|
+$22.7M |
| 3 |
SPDR S&P Oil & Gas Equipment & Services ETF
XES
|
+$972K |
| 4 |
Apple
AAPL
|
+$440K |
| 5 |
Walt Disney
DIS
|
+$412K |
Sector Composition
| 1 | Energy | 16.17% |
| 2 | Consumer Discretionary | 14% |
| 3 | Healthcare | 5.64% |
| 4 | Industrials | 4.9% |
| 5 | Communication Services | 4.3% |
