AI
ArchPoint Investors Portfolio holdings
AUM
$340M
This Quarter Return
+4.11%
1 Year Return
+14.31%
3 Year Return
+78.95%
5 Year Return
+109%
10 Year Return
+286.4%
AUM
$299M
AUM Growth
+$299M
(+12%)
Cap. Flow
+$19.6M
Cap. Flow
% of AUM
6.54%
Top 10 Holdings %
Top 10 Hldgs %
59.06%
Holding
71
New
–
Increased
6
Reduced
10
Closed
3
Top Buys
| 1 |
Alphabet (Google) Class A
GOOGL
|
$31.1M |
| 2 |
SP Funds S&P Global REIT Sharia ETF
SPRE
|
$116K |
| 3 |
Microsoft
MSFT
|
$84.8K |
| 4 |
Core Scientific
CORZ
|
$80.1K |
| 5 |
NVIDIA
NVDA
|
$48.6K |
Top Sells
| 1 |
Materials Select Sector SPDR Fund
XLB
|
$3.2M |
| 2 |
SPDR S&P Global Natural Resources ETF
GNR
|
$2.37M |
| 3 |
SPDR S&P Biotech ETF
XBI
|
$1.44M |
| 4 |
Alibaba
BABA
|
$1.05M |
| 5 |
SPDR S&P Oil & Gas Exploration & Production ETF
XOP
|
$316K |
Sector Composition
| 1 | Consumer Discretionary | 15.59% |
| 2 | Communication Services | 14.18% |
| 3 | Energy | 12.55% |
| 4 | Industrials | 4.92% |
| 5 | Technology | 4.58% |
