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
$313M
AUM Growth
+$931K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
124
New
Increased
Reduced
Closed

Top Buys

1
+$2.3M
2
+$1.62M
3
+$1.5M
4
AGNC icon
AGNC Investment
AGNC
+$1.4M
5
ATVI
Activision Blizzard
ATVI
+$688K

Top Sells

1
+$12.9M
2
+$8.95M
3
+$2.57M
4
T icon
AT&T
T
+$900K
5
ETN icon
Eaton
ETN
+$650K

Sector Composition

1 Communication Services 32.56%
2 Consumer Discretionary 23.98%
3 Healthcare 13.69%
4 Energy 5.75%
5 Real Estate 5.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$173K 0.06%
5,050
77
$126K 0.04%
500
78
$104K 0.03%
1,220
79
$92K 0.03%
+2,533
80
$83K 0.03%
500
81
$81K 0.03%
+2,415
82
$75K 0.02%
1,500
83
$74K 0.02%
415
84
$71K 0.02%
3,050
85
$58K 0.02%
+3,850
86
$54K 0.02%
900
87
$54K 0.02%
465
88
$46K 0.01%
500
89
$44K 0.01%
600
-122,100
90
$43K 0.01%
500
91
$42K 0.01%
535
92
$42K 0.01%
200
93
$40K 0.01%
770
94
$39K 0.01%
200
95
$39K 0.01%
2,375
96
$34K 0.01%
+1,200
97
$34K 0.01%
500
98
$32K 0.01%
1,250
99
$29K 0.01%
1,850
100
$27K 0.01%
125
1 2 3
4
5