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
51
$3.54M 0.51%
64,967
-4,991
52
$3.5M 0.51%
11
53
$3.42M 0.5%
63,200
-1,400
54
$3.4M 0.49%
66,460
+260
55
$3.36M 0.49%
91,110
-723
56
$3.27M 0.48%
37,087
+148
57
$3.26M 0.47%
41,458
58
$3.21M 0.47%
25,369
+238
59
$3.04M 0.44%
32,811
-658
60
$2.99M 0.43%
19,569
+8,829
61
$2.98M 0.43%
56,924
-383
62
$2.98M 0.43%
57,973
+9,674
63
$2.89M 0.42%
50,568
-2,526
64
$2.89M 0.42%
50,689
-500
65
$2.87M 0.42%
8,083
+750
66
$2.86M 0.42%
11,737
+691
67
$2.8M 0.41%
15,415
68
$2.71M 0.39%
49,357
-2,325
69
$2.66M 0.39%
22,310
-500
70
$2.49M 0.36%
34,215
-304
71
$2.48M 0.36%
26,140
+2,080
72
$2.45M 0.36%
42,187
+662
73
$2.38M 0.35%
12,770
+1
74
$2.32M 0.34%
13,362
+121
75
$2.27M 0.33%
19,757
+4,283
1 2
3
4 5