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
$118M
AUM Growth
-$611K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
136
New
Increased
Reduced
Closed

Top Buys

1
+$1.93M
2
+$1.41M
3
+$1.41M
4
ALLT icon
Allot
ALLT
+$571K
5
OUT icon
Outfront Media
OUT
+$299K

Top Sells

1
+$1.96M
2
+$292K
3
+$278K
4
COP icon
ConocoPhillips
COP
+$275K
5
GDX icon
VanEck Gold Miners ETF
GDX
+$269K

Sector Composition

1 Energy 19.29%
2 Consumer Discretionary 18.53%
3 Healthcare 11.29%
4 Technology 8.54%
5 Consumer Staples 7.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$43K 0.04%
11,000
102
$31K 0.03%
41,769
103
– –
-10,155
104
– –
-5,970
105
– –
-3,210
106
– –
-3,765
107
– –
-4,305
108
– –
-5,180
109
– –
-5,135
1 2 3 4
5