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
$347M
AUM Growth
+$8.21M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
159
New
Increased
Reduced
Closed

Top Buys

1
+$3.74M
2
+$3.36M
3
+$1.57M
4
AMZN icon
Amazon
AMZN
+$1.3M
5
MRK icon
Merck
MRK
+$918K

Top Sells

1
+$5.28M
2
+$4.23M
3
+$3.64M
4
PM icon
Philip Morris
PM
+$3.04M
5
AVXS
AveXis, Inc. Common Stock
AVXS
+$3.01M

Sector Composition

1 Communication Services 42.12%
2 Consumer Discretionary 11.91%
3 Healthcare 9.89%
4 Energy 7.17%
5 Real Estate 4.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$24K 0.01%
+510
127
$21K 0.01%
535
128
$20K 0.01%
165
129
$20K 0.01%
965
-255,000
130
$19K 0.01%
500
-500
131
$17K ﹤0.01%
925
132
$15K ﹤0.01%
357
-1,400
133
$13K ﹤0.01%
200
134
– –
-337
135
– –
-7,666
136
– –
0
137
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-12,126
138
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-238
139
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-1,331
140
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-10,973
141
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-12,970
142
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-30,282
143
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-1,000
144
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-3,080
145
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-800
146
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147
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-95,475
148
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-26,865
149
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150
– –
-3,475
3 4 5
6
7