AI
ArchPoint Investors Portfolio holdings
AUM $340M
1-Year Return
14.31%
This Quarter Return
+5.65%
1 Year Return
+14.31%
3 Year Return
+78.95%
5 Year Return
+109%
10 Year Return
+286.4%
AUM
$368M
AUM Growth
+$20.7M
(+6%)
Cap. Flow
+$1.27M
Cap. Flow
% of AUM
0.35%
Top 10 Holdings %
Top 10 Hldgs %
66.39%
Holding
147
New
8
Increased
30
Reduced
12
Closed
12
Top Buys
| 1 |
Global X MSCI Greece ETF
GREK
|
+$5.23M |
| 2 |
AT&T
T
|
+$4.16M |
| 3 |
Alibaba
BABA
|
+$2.53M |
| 4 |
La-Z-Boy
LZB
|
+$1.95M |
| 5 |
GBT
Global Blood Therapeutics, Inc.
GBT
|
+$1.54M |
Top Sells
| 1 |
WisdomTree Europe Hedged Equity Fund
HEDJ
|
+$10.7M |
| 2 |
KREF
KKR Real Estate Finance Trust
KREF
|
+$5.39M |
| 3 |
Amazon
AMZN
|
+$3M |
| 4 |
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% |
