AI

ArchPoint Investors Portfolio holdings

AUM $422M
1-Year Est. Return 33.24%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+33.24%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$296M
AUM Growth
-$20.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
140
New
Increased
Reduced
Closed

Top Buys

1
+$5.86M
2
+$3.62M
3
+$3.3M
4
AMRN
Amarin Corp
AMRN
+$2.97M
5
WMB icon
Williams Companies
WMB
+$2.72M

Top Sells

1
+$34.7M
2
+$4.29M
3
+$2.27M
4
MO icon
Altria Group
MO
+$2.21M
5
XES icon
State Street SPDR S&P Oil & Gas Equipment & Services ETF
XES
+$2.21M

Sector Composition

1 Communication Services 40.07%
2 Consumer Discretionary 18.71%
3 Healthcare 13.22%
4 Energy 4.96%
5 Real Estate 2.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$55K 0.02%
+668
102
$55K 0.02%
400
103
$54K 0.02%
2,040
104
$52K 0.02%
2,460
105
$47K 0.02%
1,400
106
$44K 0.01%
500
107
$44K 0.01%
500
108
$42K 0.01%
465
109
$39K 0.01%
1,250
110
$39K 0.01%
1,000
111
$37K 0.01%
930
112
$35K 0.01%
360
113
$32K 0.01%
500
114
$30K 0.01%
1,700
115
$29K 0.01%
2,200
-20,570
116
$29K 0.01%
1,600
117
$27K 0.01%
200
118
$26K 0.01%
125
119
$25K 0.01%
2,105
-700
120
$24K 0.01%
1,240
121
$21K 0.01%
165
122
$17K 0.01%
+1,500
123
$17K 0.01%
925
124
$15K 0.01%
535
125
$12K ﹤0.01%
200
2 3 4
5
6