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
251
$259K 0.04%
4,340
-409
252
$258K 0.04%
4,151
253
$254K 0.04%
15,000
254
$241K 0.04%
3,838
-2,965
255
$240K 0.04%
1,920
256
$233K 0.03%
+4,375
257
$232K 0.03%
10,121
-2,495
258
$229K 0.03%
5,674
259
$219K 0.03%
3,212
-1,607
260
$218K 0.03%
2,704
-2,358
261
$209K 0.03%
2,650
262
$209K 0.03%
4,645
+30
263
$208K 0.03%
3,793
-190
264
$208K 0.03%
9,600
265
$207K 0.03%
+4,266
266
$205K 0.03%
1,617
+32
267
$205K 0.03%
1,687
268
$204K 0.03%
+8,000
269
$203K 0.03%
+2,752
270
$203K 0.03%
+9,721
271
$175K 0.03%
11,952
+1,000
272
– –
-1,257
273
– –
-2,505
274
– –
-5,391
275
– –
-5,000
8 9 10
11
12