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
276
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-3,407
277
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-15,412
278
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-10,435
279
– –
-6,709
280
– –
-800
281
– –
-1,992
282
– –
-2,285
283
– –
-10,000
284
– –
-970
285
– –
-1,707
8 9 10 11
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