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
$334M
AUM Growth
+$46.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
137
New
Increased
Reduced
Closed

Top Buys

1
+$4.75M
2
+$2.86M
3
+$2.71M
4
XLI icon
Industrial Select Sector SPDR Fund
XLI
+$2.62M
5
SRPT icon
Sarepta Therapeutics
SRPT
+$2.59M

Top Sells

1
+$5.09M
2
+$4.43M
3
+$3.61M
4
BSX icon
Boston Scientific
BSX
+$3.21M
5
IWM icon
iShares Russell 2000 ETF
IWM
+$1.36M

Sector Composition

1 Communication Services 44.37%
2 Consumer Discretionary 16.68%
3 Healthcare 11.97%
4 Energy 4.02%
5 Technology 2.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$206K 0.06%
+2,450
77
$188K 0.06%
37,040
+35,000
78
$180K 0.05%
1,000
79
$175K 0.05%
1,575
80
$165K 0.05%
1,750
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81
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47,000
82
$156K 0.05%
1,000
83
$147K 0.04%
1,336
-134
84
$122K 0.04%
772
85
$119K 0.04%
2,754
86
$118K 0.04%
2,484
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87
$116K 0.03%
3,350
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88
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3,000
89
$92K 0.03%
266
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90
$91K 0.03%
500
91
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550
-8,900
92
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475
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93
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94
$82K 0.02%
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95
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96
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97
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98
$61K 0.02%
+2,151
99
$57K 0.02%
1,220
100
$57K 0.02%
1,200
2 3
4
5 6