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
$182M
AUM Growth
+$40.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
169
New
Increased
Reduced
Closed

Top Buys

1
+$18M
2
+$17.7M
3
+$3.5M
4
AAPL icon
Apple
AAPL
+$2.43M
5
GLD icon
SPDR Gold Trust
GLD
+$1.76M

Top Sells

1
+$3.79M
2
+$1.85M
3
+$1.8M
4
IBM icon
IBM
IBM
+$1.08M
5
ATVI
Activision Blizzard
ATVI
+$1.06M

Sector Composition

1 Communication Services 34.32%
2 Consumer Discretionary 15.92%
3 Technology 8.17%
4 Healthcare 8.09%
5 Energy 6.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$36K 0.02%
600
102
$36K 0.02%
3,300
103
$33K 0.02%
24,400
104
$32K 0.02%
225
105
$29K 0.02%
360
106
$29K 0.02%
1,700
107
$28K 0.02%
570
108
$28K 0.02%
20,000
109
$23K 0.01%
1,220
110
$23K 0.01%
1,600
111
$18K 0.01%
165
112
$17K 0.01%
230
113
$16K 0.01%
2,200
114
$16K 0.01%
1,100
115
$16K 0.01%
2,539
116
$16K 0.01%
925
117
$16K 0.01%
+766
118
$15K 0.01%
1,200
119
$15K 0.01%
+594
120
$13K 0.01%
1,000
121
$10K 0.01%
157
+89
122
$10K 0.01%
300
123
$9K ﹤0.01%
200
124
$8K ﹤0.01%
1,500
125
$7K ﹤0.01%
500
3 4
5
6 7