AI
ArchPoint Investors Portfolio holdings
AUM
$340M
This Quarter Return
+2.34%
1 Year Return
+14.31%
3 Year Return
+78.95%
5 Year Return
+109%
10 Year Return
+286.4%
AUM
$175M
AUM Growth
+$175M
(-3.9%)
Cap. Flow
-$8.1M
Cap. Flow
% of AUM
-4.62%
Top 10 Holdings %
Top 10 Hldgs %
58.11%
Holding
169
New
14
Increased
24
Reduced
38
Closed
8
Top Buys
| 1 |
WisdomTree Europe Hedged Equity Fund
HEDJ
|
$4.27M |
| 2 |
Apple
AAPL
|
$3.1M |
| 3 |
Blackstone Mortgage Trust
BXMT
|
$1.98M |
| 4 |
AGN
Allergan plc
AGN
|
$1.84M |
| 5 |
Sprott Physical Silver Trust
PSLV
|
$1.81M |
Top Sells
| 1 |
Alphabet (Google) Class A
GOOGL
|
$14.4M |
| 2 |
Alphabet (Google) Class C
GOOG
|
$4.73M |
| 3 |
Procter & Gamble
PG
|
$3.42M |
| 4 |
ZNGA
ZYNGA INC. CL A COMMON
ZNGA
|
$500K |
| 5 |
Nucor
NUE
|
$338K |
Sector Composition
| 1 | Communication Services | 22.08% |
| 2 | Consumer Discretionary | 17.16% |
| 3 | Healthcare | 11.49% |
| 4 | Technology | 9.59% |
| 5 | Real Estate | 7.65% |
