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
$368M
AUM Growth
+$20.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
147
New
Increased
Reduced
Closed

Top Buys

1
+$5.23M
2
+$4.16M
3
+$2.53M
4
LZB icon
La-Z-Boy
LZB
+$1.95M
5
GBT
Global Blood Therapeutics, Inc.
GBT
+$1.54M

Top Sells

1
+$10.7M
2
+$5.39M
3
+$3M
4
TMO icon
Thermo Fisher Scientific
TMO
+$1.95M
5
NDRO
Enduro Royalty Trust
NDRO
+$1.43M

Sector Composition

1 Communication Services 43.78%
2 Consumer Discretionary 12.67%
3 Healthcare 10.52%
4 Energy 6.96%
5 Real Estate 3.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$14K ﹤0.01%
200
127
$14K ﹤0.01%
357
128
$13K ﹤0.01%
500
129
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-1,472
130
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131
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0
132
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133
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0
134
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-566
135
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136
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138
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139
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-1,655
140
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-379,279
141
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-7,817
142
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-25,058
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6