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
51
$3.59M 0.52%
55,725
-1,187
52
$3.56M 0.52%
61,503
-216
53
$3.55M 0.52%
63,600
-500
54
$3.39M 0.5%
78,723
-160
55
$3.21M 0.47%
34,698
-250
56
$3.15M 0.46%
18,631
57
$3.1M 0.45%
11
58
$3.07M 0.45%
71,464
-618
59
$3.06M 0.45%
61,090
-1,275
60
$3.02M 0.44%
59,081
+220
61
$2.98M 0.44%
104,430
-1,335
62
$2.94M 0.43%
14,081
63
$2.91M 0.43%
42,127
64
$2.89M 0.42%
15,494
-56
65
$2.87M 0.42%
42,863
-1,275
66
$2.79M 0.41%
35,228
-411
67
$2.78M 0.41%
25,406
+2,082
68
$2.74M 0.4%
32,844
+419
69
$2.74M 0.4%
36,081
+1,834
70
$2.68M 0.39%
7,560
+175
71
$2.6M 0.38%
51,627
-768
72
$2.56M 0.37%
24,971
73
$2.52M 0.37%
22,325
+1,009
74
$2.49M 0.36%
43,777
-831
75
$2.45M 0.36%
26,438
-300
1 2
3
4 5