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
$316M
AUM Growth
-$18.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
143
New
Increased
Reduced
Closed

Top Buys

1
+$17.4M
2
+$1.03M
3
+$882K
4
GBT
Global Blood Therapeutics, Inc.
GBT
+$786K
5
KEY icon
KeyCorp
KEY
+$451K

Top Sells

1
+$5M
2
+$2.88M
3
+$2.62M
4
AIMT
Aimmune Therapeutics
AIMT
+$2.5M
5
IBB icon
iShares Biotechnology ETF
IBB
+$2.42M

Sector Composition

1 Communication Services 43.73%
2 Consumer Discretionary 17.69%
3 Healthcare 12.36%
4 Energy 4.3%
5 Industrials 2.11%
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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-34,872
129
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-750
130
– –
-29,845
131
– –
-112,099
132
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-289
133
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-411
134
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-825
135
– –
-1,000
2 3 4 5
6