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
76
$2.31M 0.34%
53,762
-200
77
$2.29M 0.34%
9,332
-33
78
$2.27M 0.33%
43,962
+1,950
79
$2.18M 0.32%
24,958
-1,197
80
$2.15M 0.31%
30,276
-2,769
81
$2.11M 0.31%
9,302
-200
82
$2.07M 0.3%
50,908
+100
83
$2.02M 0.3%
38,399
+2,474
84
$2M 0.29%
45,489
-4,003
85
$1.97M 0.29%
27,529
+1,492
86
$1.94M 0.28%
11,326
+61
87
$1.92M 0.28%
33,058
+2,425
88
$1.89M 0.28%
27,257
-250
89
$1.88M 0.28%
27,058
-1,375
90
$1.88M 0.27%
5,598
91
$1.87M 0.27%
7,700
92
$1.79M 0.26%
42,416
-375
93
$1.79M 0.26%
16,195
-820
94
$1.78M 0.26%
32,029
-401
95
$1.76M 0.26%
20,740
+260
96
$1.74M 0.25%
20,410
-2,625
97
$1.73M 0.25%
47,278
-3,433
98
$1.7M 0.25%
12,286
99
$1.67M 0.24%
20,026
-3,640
100
$1.66M 0.24%
32,860
-91
2 3
4
5 6