AI
ArchPoint Investors Portfolio holdings
AUM
$340M
This Quarter Return
+10.69%
1 Year Return
+14.31%
3 Year Return
+78.95%
5 Year Return
+109%
10 Year Return
+286.4%
AUM
$230M
AUM Growth
+$230M
(+8.8%)
Cap. Flow
-$697K
Cap. Flow
% of AUM
-0.3%
Top 10 Holdings %
Top 10 Hldgs %
71.03%
Holding
57
New
1
Increased
5
Reduced
10
Closed
2
Top Buys
| 1 |
Confluent
CFLT
|
$1.57M |
| 2 |
Amplitude
AMPL
|
$236K |
| 3 |
BRDS
Bird Global, Inc.
BRDS
|
$106K |
| 4 |
Blend Labs
BLND
|
$19.1K |
| 5 |
The Mosaic Company
MOS
|
$9.18K |
Top Sells
| 1 |
Walt Disney
DIS
|
$1.02M |
| 2 |
SPDR S&P Insurance ETF
KIE
|
$1.01M |
| 3 |
Merck
MRK
|
$226K |
| 4 |
Enterprise Products Partners
EPD
|
$103K |
| 5 |
Genuine Parts
GPC
|
$83K |
Sector Composition
| 1 | Communication Services | 29.87% |
| 2 | Consumer Discretionary | 18.85% |
| 3 | Energy | 15.4% |
| 4 | Healthcare | 10.91% |
| 5 | Technology | 6.83% |
