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
$347M
AUM Growth
+$8.21M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
159
New
Increased
Reduced
Closed

Top Buys

1
+$3.74M
2
+$3.36M
3
+$1.57M
4
AMZN icon
Amazon
AMZN
+$1.3M
5
MRK icon
Merck
MRK
+$918K

Top Sells

1
+$5.28M
2
+$4.23M
3
+$3.64M
4
PM icon
Philip Morris
PM
+$3.04M
5
AVXS
AveXis, Inc. Common Stock
AVXS
+$3.01M

Sector Composition

1 Communication Services 42.12%
2 Consumer Discretionary 11.91%
3 Healthcare 9.89%
4 Energy 7.17%
5 Real Estate 4.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
– –
-2,000
152
– –
-18,212
153
– –
-24,327
154
– –
-1,530
155
– –
-19,665
3 4 5 6
7