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
$182M
AUM Growth
+$40.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
169
New
Increased
Reduced
Closed

Top Buys

1
+$17.4M
2
+$17.1M
3
+$3.4M
4
AAPL icon
Apple
AAPL
+$2.22M
5
GLD icon
SPDR Gold Trust
GLD
+$1.7M

Top Sells

1
+$3.79M
2
+$1.76M
3
+$1.72M
4
IBM icon
IBM
IBM
+$1.08M
5
ATVI
Activision Blizzard
ATVI
+$1.03M

Sector Composition

1 Communication Services 34.32%
2 Consumer Discretionary 15.92%
3 Technology 8.17%
4 Healthcare 8.09%
5 Energy 6.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
– –
0
152
– –
-7,250
153
– –
-29,525
154
– –
-13,353
155
$0 ﹤0.01%
5,000
3 4 5 6
7