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
$339M
AUM Growth
+$18.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
167
New
Increased
Reduced
Closed

Top Buys

1
+$4.23M
2
+$3.74M
3
+$3.04M
4
AVXS
AveXis, Inc. Common Stock
AVXS
+$3.01M
5
AMZN icon
Amazon
AMZN
+$2.9M

Top Sells

1
+$7.92M
2
+$796K
3
+$636K
4
AAPL icon
Apple
AAPL
+$605K
5
FHI icon
Federated Hermes
FHI
+$515K

Sector Composition

1 Communication Services 39.76%
2 Consumer Discretionary 11.14%
3 Healthcare 8.12%
4 Energy 6.7%
5 Real Estate 5.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
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154
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0
158
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159
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162
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-70,664
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