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
$627M
AUM Growth
-$149M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
276
New
Increased
Reduced
Closed

Top Buys

1 +$1.37M
2 +$730K
3 +$244K
4
XLY icon
Consumer Discretionary Select Sector SPDR Fund
XLY
+$237K
5
O icon
Realty Income
O
+$231K

Top Sells

1 +$155M
2 +$3.41M
3 +$2.59M
4
DD icon
DuPont de Nemours
DD
+$1.14M
5
ADP icon
Automatic Data Processing
ADP
+$1.07M

Sector Composition

1 Consumer Discretionary 10.27%
2 Healthcare 8.97%
3 Industrials 8.1%
4 Technology 8.09%
5 Financials 8.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
276
-4,835