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
$689M
AUM Growth
+$24.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
275
New
Increased
Reduced
Closed

Top Buys

1
+$3.55M
2
+$2.59M
3
+$1.86M
4
SHW icon
Sherwin-Williams
SHW
+$1.35M
5
DOW icon
Dow Inc
DOW
+$852K

Top Sells

1
+$533K
2
+$458K
3
+$441K
4
WFC icon
Wells Fargo
WFC
+$440K
5
DD icon
DuPont de Nemours
DD
+$398K

Sector Composition

1 Consumer Discretionary 11.13%
2 Technology 9.78%
3 Healthcare 7.49%
4 Financials 6.75%
5 Industrials 6.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$6.41M 0.93%
232,063
-1,287
27
$5.98M 0.87%
36,161
-388
28
$5.92M 0.86%
103,860
+7,175
29
$5.83M 0.85%
46,833
+1,900
30
$5.54M 0.81%
42,288
-119
31
$5.48M 0.8%
133,296
-1,693
32
$5.33M 0.77%
43,179
-24
33
$5.18M 0.75%
120,621
+1,209
34
$5M 0.73%
197,649
-4,660
35
$4.78M 0.69%
56,772
-293
36
$4.72M 0.69%
89,323
-214
37
$4.68M 0.68%
86,480
+120
38
$4.66M 0.68%
58,266
+1,182
39
$4.64M 0.67%
21,791
-664
40
$4.46M 0.65%
38,887
-92
41
$4.45M 0.65%
106,791
-1,326
42
$4.37M 0.63%
21,045
+120
43
$4.35M 0.63%
39,033
+2,175
44
$4.25M 0.62%
11,674
+56
45
$4.11M 0.6%
31,182
-203
46
$3.87M 0.56%
80,885
+705
47
$3.85M 0.56%
70,407
+257
48
$3.79M 0.55%
26,186
+68
49
$3.75M 0.54%
18,230
-168
50
$3.72M 0.54%
14,092
+151
1
2
3 4 5