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
$313M
AUM Growth
+$931K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
124
New
Increased
Reduced
Closed

Top Buys

1
+$2.66M
2
+$1.72M
3
+$1.63M
4
AGNC icon
AGNC Investment
AGNC
+$1.37M
5
EPD icon
Enterprise Products Partners
EPD
+$762K

Top Sells

1
+$13.4M
2
+$9.32M
3
+$2.58M
4
T icon
AT&T
T
+$900K
5
ETN icon
Eaton
ETN
+$650K

Sector Composition

1 Communication Services 32.56%
2 Consumer Discretionary 23.98%
3 Healthcare 13.69%
4 Energy 5.75%
5 Real Estate 5.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$27K 0.01%
+1,270
102
$25K 0.01%
645
103
$20K 0.01%
1,600
104
$18K 0.01%
300
105
$15K ﹤0.01%
150
106
$14K ﹤0.01%
100
107
$13K ﹤0.01%
+453
108
– –
-8,070
109
– –
-7,435
110
– –
-7,590
111
– –
-9,280
112
– –
-1,000
113
– –
-1,500
114
– –
-39,433
115
– –
-14,863
116
– –
-9,290
117
– –
-48,825
118
– –
-26,080
1 2 3 4
5