AI

ArchPoint Investors Portfolio holdings

AUM $422M
1-Year Est. Return 33.24%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+33.24%
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
+$23.1M
2
+$1.47M
3
+$859K
4
GH icon
Guardant Health
GH
+$780K
5
MSM icon
MSC Industrial Direct
MSM
+$453K

Top Sells

1
+$4.96M
2
+$2.74M
3
+$2.62M
4
AIMT
Aimmune Therapeutics
AIMT
+$2.5M
5
IBB icon
iShares Biotechnology ETF
IBB
+$2.36M

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
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129
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131
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132
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133
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134
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135
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-1,000
2 3 4 5
6