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
$353M
AUM Growth
-$8.33M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
132
New
Increased
Reduced
Closed

Top Buys

1
+$2.16M
2
+$1.51M
3
+$1.4M
4
GPC icon
Genuine Parts
GPC
+$1.39M
5
LMT icon
Lockheed Martin
LMT
+$1.16M

Top Sells

1
+$9.71M
2
+$6.81M
3
+$4.47M
4
MDC
M.D.C. Holdings, Inc.
MDC
+$4.35M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$2.38M

Sector Composition

1 Communication Services 33.78%
2 Consumer Discretionary 21.19%
3 Healthcare 11.67%
4 Energy 6.62%
5 Real Estate 5.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
– –
-761
127
– –
-23,000
2 3 4 5
6