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ArchPoint Investors Portfolio holdings

AUM $420M
1-Year Est. Return 42.19%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+42.19%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$365M
AUM Growth
+$24.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
74
New
Increased
Reduced
Closed

Top Buys

1
+$2.52M
2
+$2.18M
3
+$319K
4
XLE icon
State Street Energy Select Sector SPDR ETF
XLE
+$307K
5
GLD icon
SPDR Gold Trust
GLD
+$286K

Top Sells

1
+$15.9M
2
+$1.13M
3
+$539K
4
AMZN icon
Amazon
AMZN
+$484K
5
NAUT icon
Nautilus Biotechnolgy
NAUT
+$451K

Sector Composition

1 Communication Services 24.98%
2 Consumer Discretionary 12.14%
3 Energy 10.21%
4 Industrials 6.48%
5 Healthcare 3.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$644K 0.18%
20,000
52
$615K 0.17%
7,700
53
$579K 0.16%
115,055
54
$574K 0.16%
13,329
55
$564K 0.15%
21,000
56
$490K 0.13%
4,350
57
$429K 0.12%
9,580
58
$409K 0.11%
6,900
59
$404K 0.11%
1,586
60
$341K 0.09%
1,000
61
$336K 0.09%
+1,390
62
$314K 0.09%
+7,020
63
$278K 0.08%
6,225
64
$266K 0.07%
4,200
65
$245K 0.07%
51,050
66
$232K 0.06%
6,690
67
$226K 0.06%
1,043
68
$217K 0.06%
12,322
69
$184K 0.05%
15,000
70
$82.7K 0.02%
19,000
71
$53.8K 0.01%
+20,000
72
$32.6K 0.01%
+10,000
73
– –
-622,409
74
– –
-98,039
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