AI
ArchPoint Investors Portfolio holdings
AUM
$340M
1-Year Return
14.31%
This Quarter Return
+4.73%
1 Year Return
+14.31%
3 Year Return
+78.95%
5 Year Return
+109%
10 Year Return
+286.4%
AUM
$321M
AUM Growth
+$6.79M
(+2.2%)
Cap. Flow
-$6.52M
Cap. Flow
% of AUM
-2.04%
Top 10 Holdings %
Top 10 Hldgs %
65.55%
Holding
168
New
15
Increased
17
Reduced
42
Closed
17
Top Buys
| 1 |
Alerian MLP ETF
AMLP
|
+$9.26M |
| 2 |
VanEck Oil Services ETF
OIH
|
+$4M |
| 3 |
AMC Networks
AMCX
|
+$1.9M |
| 4 |
DISH
DISH Network Corp.
DISH
|
+$1.79M |
| 5 |
STKL
SunOpta
STKL
|
+$751K |
Top Sells
| 1 |
Intel
INTC
|
+$4.59M |
| 2 |
Microsoft
MSFT
|
+$2.96M |
| 3 |
MACOM Technology Solutions
MTSI
|
+$1.78M |
| 4 |
APC
Anadarko Petroleum
APC
|
+$1.63M |
| 5 |
Kinder Morgan
KMI
|
+$1.53M |
Sector Composition
| 1 | Communication Services | 42.41% |
| 2 | Consumer Discretionary | 10.51% |
| 3 | Healthcare | 7.6% |
| 4 | Real Estate | 5.55% |
| 5 | Energy | 4.95% |
