AI
Arrien Investments Portfolio holdings
AUM
$158M
This Quarter Return
+2.83%
1 Year Return
+12.68%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$118M
AUM Growth
+$118M
(+15%)
Cap. Flow
+$12M
Cap. Flow
% of AUM
10.14%
Top 10 Holdings %
Top 10 Hldgs %
82.93%
Holding
41
New
8
Increased
11
Reduced
15
Closed
1
Top Buys
| 1 |
iShares US Regional Banks ETF
IAT
|
$4.4M |
| 2 |
iShares Global Infrastructure ETF
IGF
|
$2.8M |
| 3 |
SPDR Portfolio S&P 500 ETF
SPLG
|
$2.51M |
| 4 |
SPDR Portfolio Aggregate Bond ETF
SPAB
|
$2.05M |
| 5 |
iShares MSCI Emerging Markets ETF
EEM
|
$1.68M |
Top Sells
Sector Composition
| 1 | Technology | 1.59% |
| 2 | Consumer Discretionary | 0.65% |
| 3 | Industrials | 0.41% |
| 4 | Healthcare | 0.38% |
| 5 | Communication Services | 0.34% |
