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
$327M
AUM Growth
+$31.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
142
New
Increased
Reduced
Closed

Top Buys

1
+$23.9M
2
+$7.24M
3
+$4.73M
4
EPD icon
Enterprise Products Partners
EPD
+$4.07M
5
IWM icon
iShares Russell 2000 ETF
IWM
+$2.48M

Top Sells

1
+$15.6M
2
+$7.75M
3
+$3.37M
4
MRK icon
Merck
MRK
+$2.01M
5
SRPT icon
Sarepta Therapeutics
SRPT
+$377K

Sector Composition

1 Communication Services 34.71%
2 Consumer Discretionary 17.49%
3 Healthcare 15.68%
4 Energy 9.38%
5 Technology 2.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$26K 0.01%
2,105
127
$25K 0.01%
1,240
128
$22K 0.01%
215
-250
129
$19K 0.01%
535
130
$16K ﹤0.01%
925
131
$13K ﹤0.01%
200
132
– –
-2,754
133
– –
-47,000
134
– –
-5,000
135
– –
-145,000
2 3 4 5
6