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
$334M
AUM Growth
+$46.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
137
New
Increased
Reduced
Closed

Top Buys

1 +$4.75M
2 +$2.86M
3 +$2.71M
4
XLI icon
Industrial Select Sector SPDR Fund
XLI
+$2.62M
5
SRPT icon
Sarepta Therapeutics
SRPT
+$2.59M

Top Sells

1 +$5.09M
2 +$4.43M
3 +$3.61M
4
BSX icon
Boston Scientific
BSX
+$3.21M
5
IWM icon
iShares Russell 2000 ETF
IWM
+$1.36M

Sector Composition

1 Communication Services 44.37%
2 Consumer Discretionary 16.68%
3 Healthcare 11.97%
4 Energy 4.02%
5 Technology 2.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
$12K ﹤0.01%
200
127
$11K ﹤0.01%
+289
128
-5,000
129
-2,000