JAIC
Josh Arnold Investment Consultant Portfolio holdings
AUM
$107M
This Quarter Return
+0.02%
1 Year Return
+23.1%
3 Year Return
+117.3%
5 Year Return
–
10 Year Return
–
AUM
$105M
AUM Growth
+$105M
(-3.7%)
Cap. Flow
-$1.1M
Cap. Flow
% of AUM
-1.04%
Top 10 Holdings %
Top 10 Hldgs %
96.92%
Holding
29
New
12
Increased
1
Reduced
6
Closed
7
Top Buys
| 1 |
The Mosaic Company
MOS
|
$1.58M |
| 2 |
XYZ
Block, Inc.
XYZ
|
$1.27M |
| 3 |
CANO
Cano Health, Inc.
CANO
|
$1.19M |
| 4 |
Peabody Energy
BTU
|
$1.06M |
| 5 |
Micron Technology
MU
|
$890K |
Top Sells
Sector Composition
| 1 | Technology | 67.9% |
| 2 | Consumer Discretionary | 26.17% |
| 3 | Materials | 1.74% |
| 4 | Healthcare | 1.69% |
| 5 | Energy | 1.68% |