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
+$39M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
120
New
Increased
Reduced
Closed

Top Buys

1
+$10.6M
2
+$9.24M
3
+$8.59M
4
AAPL icon
Apple
AAPL
+$3.63M
5
MSFT icon
Microsoft
MSFT
+$3.05M

Top Sells

1
+$12.8M
2
+$4.72M
3
+$2.3M
4
MPLX icon
MPLX
MPLX
+$1.23M
5
PAA icon
Plains All American Pipeline
PAA
+$807K

Sector Composition

1 Communication Services 35.47%
2 Consumer Discretionary 17.38%
3 Healthcare 13.58%
4 Energy 7.97%
5 Technology 5.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$215K 0.06%
+1,009
102
$213K 0.06%
+1,600
103
$213K 0.06%
+2,216
104
$212K 0.06%
+35,801
105
$210K 0.06%
+14,462
106
$210K 0.06%
+1,066
107
$205K 0.06%
+1,631
108
$204K 0.06%
7,878
-88,769
109
$202K 0.06%
2,167
110
$182K 0.05%
+36,770
111
$151K 0.05%
+21,545
112
$119K 0.04%
+10,584
113
$119K 0.04%
+48,735
114
$117K 0.04%
+32,375
115
$114K 0.03%
+11,343
116
$107K 0.03%
+24,424
117
$96K 0.03%
+14,513
118
$76K 0.02%
+15,604
119
– –
-71,060
120
– –
-8,317
1 2 3 4
5