AI

ArchPoint Investors Portfolio holdings

AUM $365M
1-Year Est. Return 25.04%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+25.04%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$321M
AUM Growth
+$6.79M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
168
New
Increased
Reduced
Closed

Top Buys

1
+$9.26M
2
+$4M
3
+$1.9M
4
DISH
DISH Network Corp.
DISH
+$1.79M
5
STKL
SunOpta
STKL
+$751K

Top Sells

1
+$4.59M
2
+$2.96M
3
+$1.78M
4
APC
Anadarko Petroleum
APC
+$1.63M
5
KMI icon
Kinder Morgan
KMI
+$1.53M

Sector Composition

1 Communication Services 42.41%
2 Consumer Discretionary 10.51%
3 Healthcare 7.6%
4 Real Estate 5.55%
5 Energy 4.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$83K 0.03%
2,143
-9,772
102
$79K 0.02%
1,466
+212
103
$76K 0.02%
1,656
-10,436
104
$70K 0.02%
1,337
-8,388
105
$66K 0.02%
795
106
$65K 0.02%
1,757
107
$61K 0.02%
2,965
-460
108
$59K 0.02%
550
109
$57K 0.02%
500
110
$55K 0.02%
1,200
111
$55K 0.02%
13,830
112
$54K 0.02%
5,600
113
$52K 0.02%
1,697
-8,563
114
$50K 0.02%
1,730
-10,860
115
$49K 0.02%
2,460
116
$48K 0.02%
400
117
$47K 0.01%
2,040
118
$45K 0.01%
225
119
$44K 0.01%
2,805
120
$44K 0.01%
956
-5,973
121
$40K 0.01%
819
-5,180
122
$38K 0.01%
851
-5,053
123
$37K 0.01%
1,700
124
$36K 0.01%
+1,530
125
$36K 0.01%
1,220
3 4
5
6 7