JAIC

Josh Arnold Investment Consultant Portfolio holdings

AUM $124M
1-Year Est. Return 37.24%
This Quarter Est. Return
1 Year Est. Return
+37.24%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$95.1M
AUM Growth
-$9.59M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
29
New
Increased
Reduced
Closed

Top Buys

1
+$5.2M
2
+$3.93M
3
+$968K
4
XYZ
Block Inc
XYZ
+$869K
5
DIA icon
SPDR Dow Jones Industrial Average ETF Trust
DIA
+$270K

Top Sells

1
+$3.79M
2
+$2.15M
3
+$1.61M
4
DKNG icon
DraftKings
DKNG
+$1.43M
5
PENN icon
PENN Entertainment
PENN
+$1.33M

Sector Composition

1 Technology 70.94%
2 Consumer Discretionary 24.06%
3 Healthcare 4.14%
4 Financials 0.37%
5 Energy 0.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
– –
-85,000
27
– –
-51,100
28
– –
-129,795
29
– –
-559,843
1
2