AI
ArchPoint Investors Portfolio holdings
AUM
$340M
1-Year Return
14.31%
This Quarter Return
+12.44%
1 Year Return
+14.31%
3 Year Return
+78.95%
5 Year Return
+109%
10 Year Return
+286.4%
AUM
$347M
AUM Growth
+$8.21M
(+2.4%)
Cap. Flow
-$18.6M
Cap. Flow
% of AUM
-5.36%
Top 10 Holdings %
Top 10 Hldgs %
67.41%
Holding
159
New
5
Increased
32
Reduced
30
Closed
21
Top Buys
| 1 |
GBT
Global Blood Therapeutics, Inc.
GBT
|
+$3.74M |
| 2 |
Global X MSCI Greece ETF
GREK
|
+$3.36M |
| 3 |
Neurocrine Biosciences
NBIX
|
+$1.57M |
| 4 |
Amazon
AMZN
|
+$1.3M |
| 5 |
Merck
MRK
|
+$918K |
Top Sells
| 1 |
RSX
VanEck Russia ETF
RSX
|
+$5.28M |
| 2 |
Northrop Grumman
NOC
|
+$4.23M |
| 3 |
Bristol-Myers Squibb
BMY
|
+$3.64M |
| 4 |
Philip Morris
PM
|
+$3.04M |
| 5 |
AVXS
AveXis, Inc. Common Stock
AVXS
|
+$3.01M |
Sector Composition
| 1 | Communication Services | 42.12% |
| 2 | Consumer Discretionary | 11.91% |
| 3 | Healthcare | 9.89% |
| 4 | Energy | 7.17% |
| 5 | Real Estate | 4.83% |
