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
$182M
AUM Growth
+$40.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
169
New
Increased
Reduced
Closed

Top Buys

1
+$18M
2
+$17.7M
3
+$3.5M
4
AAPL icon
Apple
AAPL
+$2.43M
5
GLD icon
SPDR Gold Trust
GLD
+$1.76M

Top Sells

1
+$3.79M
2
+$1.85M
3
+$1.8M
4
IBM icon
IBM
IBM
+$1.08M
5
ATVI
Activision Blizzard
ATVI
+$1.06M

Sector Composition

1 Communication Services 34.32%
2 Consumer Discretionary 15.92%
3 Technology 8.17%
4 Healthcare 8.09%
5 Energy 6.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$195K 0.11%
4,470
+360
77
$188K 0.1%
6,572
78
$174K 0.1%
1,748
79
$171K 0.09%
124,749
80
$165K 0.09%
4,135
+3,075
81
$163K 0.09%
6,120
82
$142K 0.08%
10,000
83
$139K 0.08%
1,714
+1
84
$126K 0.07%
1,455
+225
85
$118K 0.06%
7,000
86
$109K 0.06%
1,000
87
$105K 0.06%
26,800
88
$88K 0.05%
16,650
89
$84K 0.05%
1,800
90
$81K 0.04%
500
91
$66K 0.04%
3,800
92
$61K 0.03%
550
93
$49K 0.03%
2,805
94
$46K 0.03%
87
95
$45K 0.02%
1,650
96
$45K 0.02%
2,240
97
$43K 0.02%
2,000
98
$41K 0.02%
400
99
$38K 0.02%
500
100
$37K 0.02%
5,600
2 3
4
5 6