JAIC

Josh Arnold Investment Consultant Portfolio holdings

AUM $134M
1-Year Est. Return 29.95%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+29.95%
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 +$1.06M
2 +$944K
3 +$640K
4
WFC icon
Wells Fargo
WFC
+$262K
5
AI icon
C3.ai
AI
+$254K

Top Sells

1 +$1.17M
2 +$887K
3 +$668K
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
-412,042