AI

ArchPoint Investors Portfolio holdings

AUM $365M
1-Year Est. Return 25.04%
This Quarter Est. Return
1 Year Est. Return
+25.04%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$118M
AUM Growth
-$611K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
136
New
Increased
Reduced
Closed

Top Buys

1
+$1.93M
2
+$1.41M
3
+$1.41M
4
ALLT icon
Allot
ALLT
+$571K
5
OUT icon
Outfront Media
OUT
+$299K

Top Sells

1
+$1.96M
2
+$292K
3
+$278K
4
COP icon
ConocoPhillips
COP
+$275K
5
GDX icon
VanEck Gold Miners ETF
GDX
+$269K

Sector Composition

1 Energy 19.29%
2 Consumer Discretionary 18.53%
3 Healthcare 11.29%
4 Technology 8.54%
5 Consumer Staples 7.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$261K 0.22%
8,875
77
$260K 0.22%
7,448
-3,917
78
$253K 0.21%
7,330
79
$252K 0.21%
10,660
+170
80
$247K 0.21%
6,280
81
$244K 0.21%
3,850
+255
82
$233K 0.2%
4,460
83
$233K 0.2%
+7,147
84
$225K 0.19%
+3,979
85
$216K 0.18%
6,285
86
$216K 0.18%
+9,720
87
$214K 0.18%
+6,233
88
$211K 0.18%
5,405
89
$206K 0.17%
+11,860
90
$204K 0.17%
+4,322
91
$188K 0.16%
16,474
+3,880
92
$176K 0.15%
5,915
93
$159K 0.13%
+12,615
94
$138K 0.12%
+24,290
95
$128K 0.11%
22,834
+7,900
96
$101K 0.09%
+12,650
97
$76K 0.06%
+12,194
98
$70K 0.06%
1,300
99
$68K 0.06%
2,200
100
$52K 0.04%
19,210
+6,720
1 2 3
4
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