AI
Arrien Investments Portfolio holdings
AUM
$158M
This Quarter Return
+6.5%
1 Year Return
+12.68%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$103M
AUM Growth
–
Cap. Flow
+$103M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
85.31%
Holding
33
New
33
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
iShares MSCI EAFE ETF
EFA
|
$21.6M |
| 2 |
SPDR Portfolio Aggregate Bond ETF
SPAB
|
$18.7M |
| 3 |
SPDR Portfolio S&P 500 ETF
SPLG
|
$12.9M |
| 4 |
iShares Core S&P 500 ETF
IVV
|
$8.24M |
| 5 |
iShares Core US Aggregate Bond ETF
AGG
|
$5.62M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 1.59% |
| 2 | Consumer Discretionary | 0.7% |
| 3 | Industrials | 0.47% |
| 4 | Communication Services | 0.35% |
| 5 | Utilities | 0.3% |
