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

Top Buys

1
+$3.2M
2
+$2.19M
3
+$1.46M
4
NLY icon
Annaly Capital Management
NLY
+$1.21M
5
PEG icon
Public Service Enterprise Group
PEG
+$571K

Top Sells

1
+$4.62M
2
+$2.07M
3
+$1.57M
4
UBER icon
Uber
UBER
+$1.05M
5
GREK icon
Global X MSCI Greece ETF
GREK
+$985K

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
– –
-24,045
110
– –
-6,180
111
– –
-550
112
– –
-3,285
113
– –
-306
114
– –
-1,700
115
– –
-63,003
116
– –
-350
117
– –
-6,279
118
– –
-2,930
119
– –
-848
120
– –
-4,185
121
– –
-7,085
122
– –
-11,080
123
– –
-1,706
124
– –
-25,454
125
– –
-27,000
2 3 4
5
6