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
26
$5.44M 0.8%
55,158
+244
27
$5.43M 0.79%
49,797
-467
28
$5.4M 0.79%
138,510
+5,335
29
$5.34M 0.78%
49,087
-291
30
$5.33M 0.78%
219,772
-8,691
31
$5.31M 0.78%
28,936
-794
32
$5.27M 0.77%
101,614
-2,726
33
$5.16M 0.75%
38,609
-566
34
$5.12M 0.75%
90,680
+680
35
$4.96M 0.73%
118,664
-32
36
$4.92M 0.72%
142,923
-4,241
37
$4.85M 0.71%
34,545
-5
38
$4.79M 0.7%
45,567
-775
39
$4.76M 0.7%
95,754
+443
40
$4.71M 0.69%
98,872
-808
41
$4.29M 0.63%
43,727
-725
42
$4.22M 0.62%
38,298
+114
43
$4.15M 0.61%
22,219
-337
44
$4.04M 0.59%
38,050
+4,100
45
$3.97M 0.58%
62,592
+6,754
46
$3.88M 0.57%
29,147
-265
47
$3.81M 0.56%
47,248
+36
48
$3.76M 0.55%
61,668
-797
49
$3.67M 0.54%
23,432
-98
50
$3.63M 0.53%
55,618
-8,084
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