AI
ArchPoint Investors Portfolio holdings
AUM
$340M
1-Year Return
14.31%
This Quarter Return
+16.83%
1 Year Return
+14.31%
3 Year Return
+78.95%
5 Year Return
+109%
10 Year Return
+286.4%
AUM
$361M
AUM Growth
+$48.3M
(+15%)
Cap. Flow
+$2.91M
Cap. Flow
% of AUM
0.81%
Top 10 Holdings %
Top 10 Hldgs %
61.22%
Holding
126
New
13
Increased
27
Reduced
18
Closed
7
Top Buys
| 1 |
Intuit
INTU
|
+$6.81M |
| 2 |
MDC
M.D.C. Holdings, Inc.
MDC
|
+$3.26M |
| 3 |
Iovance Biotherapeutics
IOVA
|
+$2.66M |
| 4 |
First Trust North American Energy Infrastructure Fund
EMLP
|
+$1.67M |
| 5 |
Alerian MLP ETF
AMLP
|
+$1.53M |
Top Sells
| 1 |
Alphabet (Google) Class A
GOOGL
|
+$10.9M |
| 2 |
La-Z-Boy
LZB
|
+$5.37M |
| 3 |
Amazon
AMZN
|
+$2.93M |
| 4 |
Philip Morris
PM
|
+$787K |
| 5 |
National Health Investors
NHI
|
+$732K |
Sector Composition
| 1 | Communication Services | 30.89% |
| 2 | Consumer Discretionary | 21.15% |
| 3 | Healthcare | 13.27% |
| 4 | Energy | 6.28% |
| 5 | Technology | 6.08% |
