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
$339M
AUM Growth
+$18.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
167
New
Increased
Reduced
Closed

Top Buys

1
+$4.23M
2
+$3.74M
3
+$3.04M
4
AVXS
AveXis, Inc. Common Stock
AVXS
+$3.01M
5
AMZN icon
Amazon
AMZN
+$2.9M

Top Sells

1
+$7.92M
2
+$796K
3
+$636K
4
AAPL icon
Apple
AAPL
+$605K
5
FHI icon
Federated Hermes
FHI
+$515K

Sector Composition

1 Communication Services 39.76%
2 Consumer Discretionary 11.14%
3 Healthcare 8.12%
4 Energy 6.7%
5 Real Estate 5.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$141K 0.04%
3,000
-168,600
102
$141K 0.04%
7,000
103
$134K 0.04%
5,409
+3,712
104
$130K 0.04%
7,314
105
$120K 0.04%
500
106
$120K 0.04%
1,000
+500
107
$109K 0.03%
4,500
108
$97K 0.03%
2,082
109
$96K 0.03%
2,000
110
$95K 0.03%
3,000
111
$84K 0.02%
550
-2,000
112
$78K 0.02%
1,466
113
$77K 0.02%
4,816
+4,115
114
$67K 0.02%
1,530
115
$65K 0.02%
795
116
$64K 0.02%
5,600
117
$61K 0.02%
2,965
118
$61K 0.02%
1,757
119
$60K 0.02%
550
120
$60K 0.02%
+2,000
121
$53K 0.02%
1,200
122
$51K 0.02%
+1,000
123
$51K 0.02%
13,830
124
$49K 0.01%
1,033
125
$47K 0.01%
1,000
3 4
5
6 7