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ArchPoint Investors Portfolio holdings

AUM $420M
1-Year Est. Return 42.19%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+42.19%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$314M
AUM Growth
+$47.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
165
New
Increased
Reduced
Closed

Top Buys

1
+$6.17M
2
+$5.81M
3
+$3.14M
4
GE icon
GE Aerospace
GE
+$3.13M
5
RGNX icon
Regenxbio
RGNX
+$2.54M

Top Sells

1
+$1.74M
2
+$1.06M
3
+$752K
4
IBB icon
iShares Biotechnology ETF
IBB
+$698K
5
MMD
MainStay MacKay DefinedTerm Municipal Opportunities Fund
MMD
+$555K

Sector Composition

1 Communication Services 36.87%
2 Consumer Discretionary 9.71%
3 Healthcare 8.08%
4 Energy 7.33%
5 Real Estate 5.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
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-34,100
152
– –
-8,500
153
– –
-3,370
154
– –
-11,745
155
– –
-2,539
156
– –
-8,335
157
– –
-10,915
158
– –
-9,142
159
– –
-1,584
160
– –
-1,000
161
– –
-3,935
162
– –
-4,280
3 4 5 6
7