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
76
$2.22M 0.32%
28,666
-1,128
77
$2.17M 0.31%
48,388
-240
78
$2.14M 0.31%
53,310
-3,362
79
$2.01M 0.29%
30,184
-259
80
$1.89M 0.27%
17,178
-63
81
$1.82M 0.26%
19,948
+24
82
$1.81M 0.26%
11,515
+1,616
83
$1.8M 0.26%
30,751
+109
84
$1.78M 0.26%
11,838
85
$1.78M 0.26%
13,742
-11
86
$1.77M 0.26%
18,770
-200
87
$1.74M 0.25%
44,525
-166
88
$1.73M 0.25%
35,126
-400
89
$1.71M 0.25%
13,519
-281
90
$1.66M 0.24%
24,635
-1,641
91
$1.63M 0.24%
34,309
-650
92
$1.6M 0.23%
26,852
-1,815
93
$1.58M 0.23%
18,139
+425
94
$1.57M 0.23%
17,832
95
$1.56M 0.23%
18,758
+968
96
$1.5M 0.22%
14,823
+500
97
$1.49M 0.22%
31,564
-9,293
98
$1.48M 0.22%
9,912
+400
99
$1.48M 0.21%
19,460
-500
100
$1.46M 0.21%
9,500
+151
2 3
4
5 6