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ArchPoint Investors Portfolio holdings

AUM $420M
1-Year Est. Return 42.19%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+42.19%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$288M
AUM Growth
-$79.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
149
New
Increased
Reduced
Closed

Top Buys

1
+$10M
2
+$4.35M
3
+$3.76M
4
AMJ
JP Morgan Alerian MLP Index ETN 5/24/24
AMJ
+$3.67M
5
DBL
DoubleLine Opportunistic Credit Fund
DBL
+$3.18M

Top Sells

1
+$6.06M
2
+$5.25M
3
+$4.66M
4
WTW icon
Willis Towers Watson
WTW
+$4.19M
5
T icon
AT&T
T
+$3.8M

Sector Composition

1 Communication Services 45.7%
2 Consumer Discretionary 16.2%
3 Healthcare 11.13%
4 Energy 3.95%
5 Technology 2.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$24K 0.01%
1,600
102
$21K 0.01%
165
103
$16K 0.01%
+411
104
$15K 0.01%
925
105
$11K ﹤0.01%
535
106
$11K ﹤0.01%
200
107
– –
-18,279
108
– –
-9,330
109
– –
-34,963
110
– –
-12,372
111
– –
-9,711
112
– –
-43,454
113
– –
-70,180
114
– –
-7,735
115
– –
-4,816
116
– –
-43,938
117
– –
-510
118
– –
-4,963
119
– –
-2,000
120
– –
-5,260
121
– –
-2,068
122
– –
-4,500
123
– –
-28,504
124
– –
-357
125
– –
-4,866
2 3 4
5
6