JAIC
Josh Arnold Investment Consultant Portfolio holdings
AUM
$107M
This Quarter Return
+16.31%
1 Year Return
+23.1%
3 Year Return
+117.3%
5 Year Return
–
10 Year Return
–
AUM
$118M
AUM Growth
+$118M
(+24%)
Cap. Flow
+$7.52M
Cap. Flow
% of AUM
6.37%
Top 10 Holdings %
Top 10 Hldgs %
96.57%
Holding
26
New
14
Increased
1
Reduced
2
Closed
6
Top Buys
| 1 |
DraftKings
DKNG
|
$3.62M |
| 2 |
AIOT
PowerFleet, Inc. Common Stock
AIOT
|
$2.59M |
| 3 |
Cohen & Steers
CNS
|
$2.4M |
| 4 |
Airbnb
ABNB
|
$2.03M |
| 5 |
NVIDIA
NVDA
|
$1.97M |
Top Sells
| 1 |
Donnelley Financial Solutions
DFIN
|
$5.2M |
| 2 |
Evolent Health
EVH
|
$3.93M |
| 3 |
Apple
AAPL
|
$1.49M |
| 4 |
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% |