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
$170M
AUM Growth
-$5.04M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
99
New
Increased
Reduced
Closed

Top Buys

1
+$6.89M
2
+$3.57M
3
+$2.85M
4
XBI icon
State Street SPDR S&P Biotech ETF
XBI
+$2.25M
5
BSX icon
Boston Scientific
BSX
+$2.1M

Top Sells

1
+$18.5M
2
+$7.63M
3
+$2.07M
4
YHOO
Yahoo Inc
YHOO
+$1.88M
5
AAPL icon
Apple
AAPL
+$1.62M

Sector Composition

1 Consumer Discretionary 15.31%
2 Communication Services 13.88%
3 Healthcare 11.37%
4 Technology 10.83%
5 Real Estate 7.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$221K 0.13%
+4,470
77
$212K 0.12%
4,650
78
$205K 0.12%
13,485
-10,770
79
$197K 0.12%
10,915
80
$192K 0.11%
10,475
-17,258
81
$178K 0.1%
82,764
-56,985
82
$121K 0.07%
12,800
-14,000
83
$91K 0.05%
24,400
84
$78K 0.05%
20,000
85
– –
-477,080
86
– –
-10,415
87
– –
-12,000
88
– –
-750
89
– –
-14,277
90
– –
-5,000
91
– –
-10,000
92
– –
-9,000
93
– –
-100,000
94
– –
-43,675
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4