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ArchPoint Investors Portfolio holdings

AUM $420M
1-Year Est. Return 42.19%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+42.19%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$288M
AUM Growth
-$79.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
149
New
Increased
Reduced
Closed

Top Buys

1
+$10M
2
+$4.35M
3
+$3.76M
4
AMJ
JP Morgan Alerian MLP Index ETN 5/24/24
AMJ
+$3.67M
5
DBL
DoubleLine Opportunistic Credit Fund
DBL
+$3.18M

Top Sells

1
+$6.06M
2
+$5.25M
3
+$4.66M
4
WTW icon
Willis Towers Watson
WTW
+$4.19M
5
T icon
AT&T
T
+$3.8M

Sector Composition

1 Communication Services 45.7%
2 Consumer Discretionary 16.2%
3 Healthcare 11.13%
4 Energy 3.95%
5 Technology 2.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
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127
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128
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0
129
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-8,930
130
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-9,915
131
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-31,006
132
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-5,859
133
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-15,387
134
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-500
135
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-12,687
136
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-42,578
137
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138
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-965
139
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-17,801
140
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-7,314
141
– –
-2,665
142
– –
-13,679
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