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
$339M
AUM Growth
+$18.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
167
New
Increased
Reduced
Closed

Top Buys

1
+$4.23M
2
+$3.74M
3
+$3.04M
4
AVXS
AveXis, Inc. Common Stock
AVXS
+$3.01M
5
AMZN icon
Amazon
AMZN
+$2.9M

Top Sells

1
+$7.92M
2
+$796K
3
+$636K
4
AAPL icon
Apple
AAPL
+$605K
5
FHI icon
Federated Hermes
FHI
+$515K

Sector Composition

1 Communication Services 39.76%
2 Consumer Discretionary 11.14%
3 Healthcare 8.12%
4 Energy 6.7%
5 Real Estate 5.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$46K 0.01%
2,460
127
$45K 0.01%
225
128
$45K 0.01%
2,040
129
$44K 0.01%
1,220
130
$44K 0.01%
400
131
$42K 0.01%
2,805
132
$39K 0.01%
337
133
$39K 0.01%
+1,189
134
$38K 0.01%
1,700
135
$38K 0.01%
+1,655
136
$36K 0.01%
+1,331
137
$36K 0.01%
+1,893
138
$28K 0.01%
360
139
$28K 0.01%
566
140
$27K 0.01%
1,600
141
$25K 0.01%
860
142
$24K 0.01%
230
143
$24K 0.01%
591
144
$23K 0.01%
1,104
+368
145
$22K 0.01%
535
146
$21K 0.01%
165
147
$17K 0.01%
925
148
$12K ﹤0.01%
+238
149
$12K ﹤0.01%
200
150
– –
-510
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