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
$253M
AUM Growth
-$665M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
217
New
Increased
Reduced
Closed

Top Buys

1
+$948K
2
+$422K
3
+$354K

Top Sells

1
+$36.4M
2
+$27.6M
3
+$16.9M
4
XOM icon
Exxon Mobil
XOM
+$15.7M
5
GE icon
GE Aerospace
GE
+$15.5M

Sector Composition

1 Consumer Discretionary 17.83%
2 Healthcare 10.57%
3 Financials 8.64%
4 Technology 8.11%
5 Consumer Staples 6.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.35M 0.53%
36,220
-64,980
52
$1.34M 0.53%
33,102
-115,310
53
$1.32M 0.52%
32,309
-54,049
54
$1.23M 0.49%
11,489
-22,889
55
$1.23M 0.49%
24,749
-53,976
56
$1.22M 0.48%
46,698
-178,082
57
$1.17M 0.46%
11,063
-44,613
58
$1.17M 0.46%
11,665
-30,827
59
$1.16M 0.46%
35,905
-90,117
60
$1.16M 0.46%
10,090
-9,890
61
$1.15M 0.45%
43,163
-180,847
62
$1.13M 0.45%
18,275
-37,411
63
$1.13M 0.45%
25,164
-61,766
64
$1.1M 0.44%
21,554
-42,540
65
$1.1M 0.44%
21,464
-29,444
66
$1.05M 0.42%
33,304
-76,056
67
$1.04M 0.41%
11,384
-14,061
68
$1.02M 0.4%
19,150
-63,465
69
$973K 0.38%
12,070
-12,070
70
$962K 0.38%
5,915
-13,024
71
$961K 0.38%
19,031
-80,003
72
$948K 0.37%
+33,825
73
$932K 0.37%
32,150
-70,100
74
$930K 0.37%
19,100
-49,560
75
$900K 0.36%
13,284
-42,004
1 2
3
4 5