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
$321M
AUM Growth
+$6.79M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
168
New
Increased
Reduced
Closed

Top Buys

1
+$9.26M
2
+$4M
3
+$1.9M
4
DISH
DISH Network Corp.
DISH
+$1.79M
5
STKL
SunOpta
STKL
+$751K

Top Sells

1
+$4.59M
2
+$2.96M
3
+$1.78M
4
APC
Anadarko Petroleum
APC
+$1.63M
5
KMI icon
Kinder Morgan
KMI
+$1.53M

Sector Composition

1 Communication Services 42.41%
2 Consumer Discretionary 10.51%
3 Healthcare 7.6%
4 Real Estate 5.55%
5 Energy 4.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$35K 0.01%
1,033
127
$34K 0.01%
+337
128
$30K 0.01%
360
129
$29K 0.01%
1,600
130
$28K 0.01%
1,000
-750
131
$26K 0.01%
3,133
-79,593
132
$25K 0.01%
230
133
$23K 0.01%
165
134
$22K 0.01%
510
135
$22K 0.01%
535
136
$21K 0.01%
591
137
$21K 0.01%
860
138
$21K 0.01%
+400
139
$20K 0.01%
890
-7,243
140
$20K 0.01%
566
+98
141
$19K 0.01%
925
142
$18K 0.01%
+8
143
$14K ﹤0.01%
701
-4,025
144
$12K ﹤0.01%
+736
145
$11K ﹤0.01%
200
146
– –
0
147
– –
-1,315
148
– –
-224
149
– –
-12,744
150
– –
-79,913
3 4 5
6
7