AI
ArchPoint Investors Portfolio holdings
AUM
$340M
This Quarter Return
+1.73%
1 Year Return
+14.31%
3 Year Return
+78.95%
5 Year Return
+109%
10 Year Return
+286.4%
AUM
$147M
AUM Growth
+$147M
(+8.6%)
Cap. Flow
+$10.7M
Cap. Flow
% of AUM
7.3%
Top 10 Holdings %
Top 10 Hldgs %
47.45%
Holding
156
New
29
Increased
23
Reduced
21
Closed
15
Top Buys
| 1 |
Alphabet (Google) Class C
GOOG
|
$13.1M |
| 2 |
RSX
VanEck Russia ETF
RSX
|
$2.38M |
| 3 |
YHOO
Yahoo Inc
YHOO
|
$1.94M |
| 4 |
SPDR Gold Trust
GLD
|
$584K |
| 5 |
ABB
ABB Ltd.
ABB
|
$408K |
Top Sells
| 1 |
iShares MSCI ACWI ex US ETF
ACWX
|
$3.93M |
| 2 |
Thermo Fisher Scientific
TMO
|
$1.34M |
| 3 |
Duke Energy
DUK
|
$1.03M |
| 4 |
eBay
EBAY
|
$1.03M |
| 5 |
Enterprise Products Partners
EPD
|
$953K |
Sector Composition
| 1 | Consumer Discretionary | 20.34% |
| 2 | Energy | 11.67% |
| 3 | Communication Services | 11.16% |
| 4 | Healthcare | 9.16% |
| 5 | Industrials | 7.59% |
