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
101
$1.63M 0.24%
19,043
+39
102
$1.62M 0.24%
13,541
-390
103
$1.62M 0.24%
19,008
-136
104
$1.61M 0.24%
30,908
-755
105
$1.51M 0.22%
11,118
106
$1.5M 0.22%
20,174
107
$1.49M 0.22%
27,882
-4,600
108
$1.49M 0.22%
14,673
109
$1.44M 0.21%
18,083
-1,765
110
$1.41M 0.21%
58,632
+1,555
111
$1.41M 0.21%
9,792
+358
112
$1.39M 0.2%
8,955
113
$1.39M 0.2%
17,576
+2,035
114
$1.37M 0.2%
41,863
+426
115
$1.36M 0.2%
58,295
-4,825
116
$1.35M 0.2%
22,493
+2
117
$1.35M 0.2%
10,164
-46
118
$1.33M 0.2%
11,107
+393
119
$1.31M 0.19%
10,712
-375
120
$1.3M 0.19%
9,591
+91
121
$1.29M 0.19%
16,700
-1,695
122
$1.29M 0.19%
22,915
-925
123
$1.28M 0.19%
9,472
124
$1.27M 0.19%
14,092
-357
125
$1.27M 0.19%
12,663
+62
3 4
5
6 7