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
$337M
AUM Growth
+$3.25M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
135
New
Increased
Reduced
Closed

Top Buys

1
+$23.6M
2
+$13.2M
3
+$12.5M
4
GRAB icon
Grab
GRAB
+$8.07M
5
NAUT icon
Nautilus Biotechnolgy
NAUT
+$7.76M

Top Sells

1
+$26.7M
2
+$6.45M
3
+$5.38M
4
AAPL icon
Apple
AAPL
+$4.04M
5
MSFT icon
Microsoft
MSFT
+$2.92M

Sector Composition

1 Communication Services 29.28%
2 Healthcare 18.93%
3 Consumer Discretionary 17.86%
4 Technology 10.44%
5 Energy 6.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
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-5,589
127
– –
-7,878
128
– –
-7,890
129
– –
-64,750
130
– –
-1,942
131
– –
-7,371
132
– –
-2,272
133
– –
-1,740
134
– –
-7,477
135
– –
-5,466
2 3 4 5
6