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
+$39M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
120
New
Increased
Reduced
Closed

Top Buys

1
+$10.6M
2
+$9.24M
3
+$8.59M
4
AAPL icon
Apple
AAPL
+$3.63M
5
MSFT icon
Microsoft
MSFT
+$3.05M

Top Sells

1
+$12.8M
2
+$4.72M
3
+$2.3M
4
MPLX icon
MPLX
MPLX
+$1.23M
5
PAA icon
Plains All American Pipeline
PAA
+$807K

Sector Composition

1 Communication Services 35.47%
2 Consumer Discretionary 17.38%
3 Healthcare 13.58%
4 Energy 7.97%
5 Technology 5.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$292K 0.09%
+6,888
77
$291K 0.09%
+2,003
78
$282K 0.08%
+2,832
79
$269K 0.08%
+1,326
80
$269K 0.08%
+3,285
81
$263K 0.08%
+4,402
82
$262K 0.08%
+1,085
83
$262K 0.08%
+5,466
84
$251K 0.08%
+929
85
$251K 0.08%
+2,272
86
$250K 0.07%
28,247
+480
87
$248K 0.07%
+2,302
88
$245K 0.07%
+4,603
89
$242K 0.07%
+4,572
90
$239K 0.07%
+5,547
91
$236K 0.07%
+1,740
92
$234K 0.07%
+4,820
93
$234K 0.07%
+434
94
$228K 0.07%
+10,290
95
$227K 0.07%
+1,179
96
$226K 0.07%
+1,942
97
$225K 0.07%
+1,572
98
$221K 0.07%
+356
99
$218K 0.07%
+3,622
100
$218K 0.07%
+1,227
1 2 3
4
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