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
$334M
AUM Growth
+$46.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
137
New
Increased
Reduced
Closed

Top Buys

1
+$4.75M
2
+$2.86M
3
+$2.71M
4
XLI icon
Industrial Select Sector SPDR Fund
XLI
+$2.62M
5
SRPT icon
Sarepta Therapeutics
SRPT
+$2.59M

Top Sells

1
+$5.09M
2
+$4.43M
3
+$3.61M
4
BSX icon
Boston Scientific
BSX
+$3.21M
5
IWM icon
iShares Russell 2000 ETF
IWM
+$1.36M

Sector Composition

1 Communication Services 44.37%
2 Consumer Discretionary 16.68%
3 Healthcare 11.97%
4 Energy 4.02%
5 Technology 2.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$56K 0.02%
550
102
$55K 0.02%
+1,000
103
$50K 0.01%
2,460
104
$49K 0.01%
400
105
$47K 0.01%
+500
106
$45K 0.01%
1,400
-112,400
107
$43K 0.01%
465
-330
108
$41K 0.01%
+1,250
109
$40K 0.01%
+500
110
$37K 0.01%
+500
111
$34K 0.01%
1,700
112
$34K 0.01%
465
113
$32K 0.01%
360
114
$29K 0.01%
+200
115
$29K 0.01%
2,105
116
$28K 0.01%
1,600
117
$25K 0.01%
125
118
$25K 0.01%
1,240
119
$24K 0.01%
+500
120
$23K 0.01%
165
121
$21K 0.01%
411
122
$17K 0.01%
925
123
$16K ﹤0.01%
535
124
$15K ﹤0.01%
+300
125
$13K ﹤0.01%
+100
2 3 4
5
6