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

Top Buys

1
+$21.5M
2
+$11.4M
3
+$7.54M
4
NAUT icon
Nautilus Biotechnolgy
NAUT
+$7.51M
5
HOOD icon
Robinhood
HOOD
+$7.22M

Top Sells

1
+$26.9M
2
+$6.18M
3
+$5.16M
4
AAPL icon
Apple
AAPL
+$4.54M
5
MSFT icon
Microsoft
MSFT
+$3.03M

Sector Composition

1 Communication Services 29.28%
2 Healthcare 18.93%
3 Consumer Discretionary 17.86%
4 Technology 10.75%
5 Energy 6.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
– –
-1,066
127
– –
-3,123
128
– –
-1,179
129
– –
-1,508
130
– –
-5,589
131
– –
-7,878
132
– –
-7,890
133
– –
-64,750
134
– –
-1,942
135
– –
-7,371
2 3 4 5
6