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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
$144M
AUM Growth
-$15.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
151
New
Increased
Reduced
Closed

Top Buys

1
+$15.2M
2
+$2.1M
3
+$541K
4
AGN
Allergan plc
AGN
+$479K
5
GE icon
GE Aerospace
GE
+$402K

Top Sells

1
+$20.7M
2
+$1.45M
3
+$879K
4
SDS icon
ProShares UltraShort S&P500
SDS
+$526K
5
AGN
Allergan Inc
AGN
+$473K

Sector Composition

1 Consumer Discretionary 19.63%
2 Communication Services 19.34%
3 Energy 8.71%
4 Technology 7.95%
5 Healthcare 7.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
– –
-10,385
102
– –
-5,370
103
– –
-7,270
104
– –
-7,865
105
– –
-90
106
– –
-2,200
107
– –
-14,825
108
– –
-3,450
109
– –
-313
110
– –
-250
111
– –
-5,409
112
– –
-6,317
113
– –
-13,495
114
– –
-12,080
115
– –
-1,560
116
– –
-15,524
1 2 3 4
5