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
$175M
AUM Growth
-$7.18M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
169
New
Increased
Reduced
Closed

Top Buys

1
+$4.39M
2
+$3.23M
3
+$1.97M
4
AGN
Allergan plc
AGN
+$1.83M
5
GILD icon
Gilead Sciences
GILD
+$1.77M

Top Sells

1
+$15M
2
+$4.91M
3
+$3.42M
4
ZNGA
ZYNGA INC. CL A COMMON
ZNGA
+$492K
5
NUE icon
Nucor
NUE
+$334K

Sector Composition

1 Communication Services 22.08%
2 Consumer Discretionary 17.16%
3 Healthcare 11.49%
4 Technology 9.59%
5 Real Estate 7.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$0 ﹤0.01%
3
152
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-112
153
– –
-13,140
154
– –
-3,300
155
– –
-41,516
156
– –
-8,870
157
– –
-6,572
158
– –
0
159
$0 ﹤0.01%
5,000
3 4 5 6
7