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
$312M
AUM Growth
+$58.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
138
New
Increased
Reduced
Closed

Top Buys

1
+$3.49M
2
+$2.3M
3
+$1.52M
4
NLY icon
Annaly Capital Management
NLY
+$1.33M
5
PEG icon
Public Service Enterprise Group
PEG
+$563K

Top Sells

1
+$5M
2
+$2.36M
3
+$1.66M
4
UBER icon
Uber
UBER
+$1.05M
5
GREK icon
Global X MSCI Greece ETF
GREK
+$1.05M

Sector Composition

1 Communication Services 37.96%
2 Consumer Discretionary 20.22%
3 Healthcare 14.1%
4 Energy 6.28%
5 Real Estate 4.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$31K 0.01%
1,500
102
$28K 0.01%
+500
103
$24K 0.01%
645
104
$22K 0.01%
125
105
$21K 0.01%
+1,600
106
$18K 0.01%
150
107
$17K 0.01%
300
108
$13K ﹤0.01%
100
109
– –
-848
110
– –
-4,185
111
– –
-7,085
112
– –
-11,080
113
– –
-1,706
114
– –
-24,045
115
– –
-6,180
116
– –
-550
117
– –
-25,454
118
– –
-3,285
119
– –
-3,062
120
– –
-27,000
121
– –
-2,105
122
– –
-1,700
123
– –
-37,713
124
– –
-268
125
– –
-20,000
2 3 4
5
6