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
$312M
AUM Growth
+$58.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
138
New
Increased
Reduced
Closed

Top Buys

1
+$3.49M
2
+$2.3M
3
+$1.52M
4
NLY icon
Annaly Capital Management
NLY
+$1.33M
5
PEG icon
Public Service Enterprise Group
PEG
+$563K

Top Sells

1
+$5M
2
+$2.36M
3
+$1.66M
4
UBER icon
Uber
UBER
+$1.05M
5
GREK icon
Global X MSCI Greece ETF
GREK
+$1.05M

Sector Composition

1 Communication Services 37.96%
2 Consumer Discretionary 20.22%
3 Healthcare 14.1%
4 Energy 6.28%
5 Real Estate 4.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
– –
-215
127
– –
-63,003
128
– –
-350
129
– –
-6,279
130
– –
-2,930
131
– –
-13,530
2 3 4 5
6