AI

ArchPoint Investors Portfolio holdings

AUM $365M
1-Year Est. Return 25.04%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+25.04%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$84.8M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
90
New
Increased
Reduced
Closed

Top Buys

1
+$17.4M
2
+$3.74M
3
+$3.23M
4
MRK icon
Merck
MRK
+$3.16M
5
MO icon
Altria Group
MO
+$2.77M

Top Sells

No sells this quarter

Sector Composition

1 Consumer Discretionary 25.87%
2 Energy 13.18%
3 Healthcare 12.34%
4 Technology 11.81%
5 Industrials 7.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$193K 0.23%
+18,015
77
$156K 0.18%
+10,200
78
$153K 0.18%
+11,300
79
$98K 0.12%
+4,665
80
$66K 0.08%
+2,643
81
$64K 0.08%
+575
82
$58K 0.07%
+1,300
83
$33K 0.04%
+2,200
1 2 3
4