JAIC

Josh Arnold Investment Consultant Portfolio holdings

AUM $115M
1-Year Est. Return 25.77%
This Quarter Est. Return
1 Year Est. Return
+25.77%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$84.3M
AUM Growth
+$16M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
26
New
Increased
Reduced
Closed

Top Buys

1 +$1.14M
2 +$1.01M
3 +$637K
4
AI icon
C3.ai
AI
+$417K
5
AAMC
Altisource Asset Management Corp
AAMC
+$266K

Top Sells

1 +$1.25M
2 +$887K
3 +$746K
4
CLBTW
Cellebrite DI Ltd. Warrants
CLBTW
+$506K
5
CRK icon
Comstock Resources
CRK
+$314K

Sector Composition

1 Technology 76.9%
2 Consumer Discretionary 20.27%
3 Financials 1.27%
4 Healthcare 0.75%
5 Real Estate 0.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
-237,693