BAC

Boys Arnold & Co Portfolio holdings

AUM $556M
1-Year Est. Return 6.52%
This Quarter Est. Return
1 Year Est. Return
-6.52%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$681M
AUM Growth
+$5.93M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
285
New
Increased
Reduced
Closed

Top Buys

1
+$1.71M
2
+$683K
3
+$645K
4
AVGO icon
Broadcom
AVGO
+$522K
5
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$499K

Top Sells

1
+$1.29M
2
+$684K
3
+$527K
4
META icon
Meta Platforms (Facebook)
META
+$516K
5
LOW icon
Lowe's Companies
LOW
+$455K

Sector Composition

1 Technology 11.48%
2 Consumer Discretionary 10.67%
3 Financials 7.36%
4 Healthcare 7.29%
5 Industrials 6.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$361K 0.05%
9,172
-700
227
$359K 0.05%
4,435
228
$357K 0.05%
5,485
-13
229
$356K 0.05%
2,261
230
$354K 0.05%
8,637
+81
231
$351K 0.05%
2,435
-244
232
$350K 0.05%
8,000
233
$330K 0.05%
10,067
+69
234
$325K 0.05%
651
235
$315K 0.05%
2,846
236
$311K 0.05%
2,625
237
$307K 0.04%
7,170
-200
238
$305K 0.04%
1,639
-81
239
$303K 0.04%
6,203
+600
240
$298K 0.04%
1,335
-110
241
$297K 0.04%
2,860
-1,725
242
$294K 0.04%
8,650
243
$276K 0.04%
2,179
244
$269K 0.04%
1,583
245
$267K 0.04%
4,256
-560
246
$264K 0.04%
2,795
+65
247
$263K 0.04%
3,397
-41
248
$263K 0.04%
5,017
249
$262K 0.04%
3,500
+210
250
$259K 0.04%
2,070
8 9
10
11 12