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
$90.8M
AUM Growth
+$6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
96
New
Increased
Reduced
Closed

Top Buys

1
+$2.09M
2
+$797K
3
+$293K
4
GRMN icon
Garmin
GRMN
+$241K
5
GA
GIANT INTERACTIVE GROUP INC ADR (CAYMAN ISLANDS)
GA
+$115K

Top Sells

1
+$1.19M
2
+$316K
3
+$311K
4
HRB icon
H&R Block
HRB
+$255K
5
GDX icon
VanEck Gold Miners ETF
GDX
+$216K

Sector Composition

1 Consumer Discretionary 26.06%
2 Energy 14.58%
3 Healthcare 11.93%
4 Technology 11.53%
5 Industrials 8.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$80K 0.09%
+10,000
77
$79K 0.09%
1,575
-1,068
78
$66K 0.07%
575
79
$63K 0.07%
1,300
80
$36K 0.04%
2,200
81
– –
-6,300
82
– –
-6,775
83
– –
-8,840
84
– –
-4,475
85
– –
-9,190
86
– –
-11,300
87
– –
-11,390
1 2 3
4