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
$321M
AUM Growth
+$6.79M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
168
New
Increased
Reduced
Closed

Top Buys

1
+$9.26M
2
+$4M
3
+$1.9M
4
DISH
DISH Network Corp.
DISH
+$1.79M
5
STKL
SunOpta
STKL
+$751K

Top Sells

1
+$4.59M
2
+$2.96M
3
+$1.78M
4
APC
Anadarko Petroleum
APC
+$1.63M
5
KMI icon
Kinder Morgan
KMI
+$1.53M

Sector Composition

1 Communication Services 42.41%
2 Consumer Discretionary 10.51%
3 Healthcare 7.6%
4 Real Estate 5.55%
5 Energy 4.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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