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
$118M
AUM Growth
+$23M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
26
New
Increased
Reduced
Closed

Top Buys

1
+$3.62M
2
+$2.59M
3
+$2.4M
4
ABNB icon
Airbnb
ABNB
+$2.03M
5
NVDA icon
NVIDIA
NVDA
+$1.97M

Top Sells

1
+$5.2M
2
+$3.93M
3
+$1.49M
4
EXPE icon
Expedia Group
EXPE
+$1.45M
5
XYZ
Block Inc
XYZ
+$869K

Sector Composition

1 Technology 68.47%
2 Consumer Discretionary 24.11%
3 Financials 3.38%
4 Energy 1.32%
5 Industrials 0.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
– –
-10,275
1
2