AI
ArchPoint Investors Portfolio holdings
AUM
$340M
This Quarter Return
+2.78%
1 Year Return
+14.31%
3 Year Return
+78.95%
5 Year Return
+109%
10 Year Return
+286.4%
AUM
$266M
AUM Growth
+$266M
(+11%)
Cap. Flow
+$22.5M
Cap. Flow
% of AUM
8.45%
Top 10 Holdings %
Top 10 Hldgs %
52.36%
Holding
75
New
8
Increased
5
Reduced
12
Closed
4
Top Buys
| 1 |
Amazon
AMZN
|
$12.1M |
| 2 |
Cisco
CSCO
|
$5.53M |
| 3 |
GMO US Quality ETF
QLTY
|
$3.79M |
| 4 |
SP Funds S&P 500 Sharia ETF
SPUS
|
$2.35M |
| 5 |
MTTR
Matterport, Inc. Class A Common Stock
MTTR
|
$1.66M |
Top Sells
| 1 |
Core Scientific
CORZ
|
$3.09M |
| 2 |
VanEck Oil Services ETF
OIH
|
$1.51M |
| 3 |
Confluent
CFLT
|
$1.33M |
| 4 |
iShares Core S&P Small-Cap ETF
IJR
|
$243K |
| 5 |
iShares 7-10 Year Treasury Bond ETF
IEF
|
$140K |
Sector Composition
| 1 | Consumer Discretionary | 16.95% |
| 2 | Energy | 14.11% |
| 3 | Healthcare | 4.66% |
| 4 | Industrials | 4.6% |
| 5 | Technology | 4.57% |
