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

Top Buys

1
+$9.18M
2
+$3.81M
3
+$1.88M
4
DISH
DISH Network Corp.
DISH
+$1.87M
5
STKL
SunOpta
STKL
+$814K

Top Sells

1
+$4.33M
2
+$2.96M
3
+$1.97M
4
KMI icon
Kinder Morgan
KMI
+$1.53M
5
APC
Anadarko Petroleum
APC
+$1.49M

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
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