AI
ArchPoint Investors Portfolio holdings
AUM
$340M
1-Year Return
14.31%
This Quarter Return
+5.14%
1 Year Return
+14.31%
3 Year Return
+78.95%
5 Year Return
+109%
10 Year Return
+286.4%
AUM
$266M
AUM Growth
+$96.2M
(+57%)
Cap. Flow
+$90.8M
Cap. Flow
% of AUM
34.1%
Top 10 Holdings %
Top 10 Hldgs %
64.93%
Holding
153
New
65
Increased
20
Reduced
45
Closed
11
Top Buys
| 1 |
Alphabet (Google) Class A
GOOGL
|
+$39.9M |
| 2 |
Alphabet (Google) Class C
GOOG
|
+$39.1M |
| 3 |
SPDR S&P 500 ETF Trust
SPY
|
+$7.1M |
| 4 |
iShares MSCI EAFE ETF
EFA
|
+$3.66M |
| 5 |
MACOM Technology Solutions
MTSI
|
+$3.26M |
Top Sells
| 1 |
Apple
AAPL
|
+$3.4M |
| 2 |
AMCC
Applied Micro Circuits Corporation New
AMCC
|
+$3.21M |
| 3 |
La-Z-Boy
LZB
|
+$1.79M |
| 4 |
Curtiss-Wright
CW
|
+$1.02M |
| 5 |
Bristol-Myers Squibb
BMY
|
+$604K |
Sector Composition
| 1 | Communication Services | 39.16% |
| 2 | Consumer Discretionary | 8.01% |
| 3 | Healthcare | 7.16% |
| 4 | Technology | 6.33% |
| 5 | Energy | 5.16% |
