AI
ArchPoint Investors Portfolio holdings
AUM
$340M
This Quarter Return
+10.24%
1 Year Return
+14.31%
3 Year Return
+78.95%
5 Year Return
+109%
10 Year Return
+286.4%
AUM
$259M
AUM Growth
+$259M
(+13%)
Cap. Flow
+$9.19M
Cap. Flow
% of AUM
3.55%
Top 10 Holdings %
Top 10 Hldgs %
69.67%
Holding
57
New
2
Increased
2
Reduced
12
Closed
–
Top Buys
| 1 |
Euclidean Fundamental Value ETF
ECML
|
$6.02M |
| 2 |
Confluent
CFLT
|
$4.6M |
| 3 |
Owlet
OWLT
|
$332K |
| 4 |
Microsoft
MSFT
|
$1.02K |
Top Sells
| 1 |
BRDS
Bird Global, Inc.
BRDS
|
$732K |
| 2 |
Blackstone Secured Lending
BXSL
|
$595K |
| 3 |
Invesco QQQ Trust
QQQ
|
$240K |
| 4 |
Alphabet (Google) Class A
GOOGL
|
$116K |
| 5 |
Amazon
AMZN
|
$15.6K |
Sector Composition
| 1 | Communication Services | 30.56% |
| 2 | Consumer Discretionary | 18.4% |
| 3 | Energy | 13.72% |
| 4 | Healthcare | 10.52% |
| 5 | Technology | 8.55% |
