We are live on ! Find out more
AI

ArchPoint Investors Portfolio holdings

AUM $420M
1-Year Est. Return 42.19%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+42.19%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$295M
AUM Growth
-$58.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
128
New
Increased
Reduced
Closed

Top Buys

1
+$4.26M
2
+$1.33M
3
+$1.29M
4
WMB icon
Williams Companies
WMB
+$1.08M
5
ET icon
Energy Transfer Partners
ET
+$1.06M

Top Sells

1
+$24.6M
2
+$6.32M
3
+$5.98M
4
NBIX icon
Neurocrine Biosciences
NBIX
+$3.99M
5
GPC icon
Genuine Parts
GPC
+$3.45M

Sector Composition

1 Communication Services 40.14%
2 Consumer Discretionary 22.21%
3 Energy 10.07%
4 Healthcare 9.9%
5 Real Estate 4.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
– –
-1,760
77
– –
-15,150
78
– –
-6,000
79
– –
-1,200
80
– –
-645
81
– –
-5,415
82
– –
-25,660
83
– –
-1,120
84
– –
-2,799
85
– –
-770
86
– –
-41,800
87
– –
-2,450
88
– –
-535
89
– –
-6,208
90
– –
-71,645
91
– –
-4,400
92
– –
-1,500
93
– –
-90,120
94
– –
-2,000
95
– –
-41,021
96
– –
-500
97
– –
-150
98
– –
-19,860
99
– –
-200
100
– –
-100
1 2 3
4
5