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
$182M
AUM Growth
+$40.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
169
New
Increased
Reduced
Closed

Top Buys

1
+$18M
2
+$17.7M
3
+$3.5M
4
AAPL icon
Apple
AAPL
+$2.43M
5
GLD icon
SPDR Gold Trust
GLD
+$1.76M

Top Sells

1
+$3.79M
2
+$1.85M
3
+$1.8M
4
IBM icon
IBM
IBM
+$1.08M
5
ATVI
Activision Blizzard
ATVI
+$1.06M

Sector Composition

1 Communication Services 34.32%
2 Consumer Discretionary 15.92%
3 Technology 8.17%
4 Healthcare 8.09%
5 Energy 6.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$7K ﹤0.01%
527
127
$7K ﹤0.01%
265
-2
128
$6K ﹤0.01%
81
129
$6K ﹤0.01%
375
130
$5K ﹤0.01%
95
131
$5K ﹤0.01%
112
132
$5K ﹤0.01%
70
133
$5K ﹤0.01%
170
134
$4K ﹤0.01%
100
135
$3K ﹤0.01%
40
136
$3K ﹤0.01%
+266
137
$2K ﹤0.01%
71
138
$2K ﹤0.01%
90
139
$2K ﹤0.01%
350
140
$2K ﹤0.01%
100
141
$2K ﹤0.01%
150
142
$1K ﹤0.01%
98
143
– –
-5
144
$0 ﹤0.01%
3
145
– –
-8,180
146
– –
-14,520
147
– –
-278
148
– –
0
149
– –
-267
150
– –
-39
3 4 5
6
7