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
101
$1.45M 0.21%
12,576
-250
102
$1.44M 0.21%
5,404
103
$1.41M 0.2%
10,326
+223
104
$1.4M 0.2%
24,500
-1,742
105
$1.4M 0.2%
11,965
-175
106
$1.37M 0.2%
22,526
-2,100
107
$1.37M 0.2%
18,883
+37
108
$1.37M 0.2%
24,512
+2,685
109
$1.37M 0.2%
32,186
-393
110
$1.36M 0.2%
12,261
111
$1.36M 0.2%
16,179
-134
112
$1.36M 0.2%
5,126
+52
113
$1.35M 0.2%
25,715
-784
114
$1.26M 0.18%
16,090
+1,599
115
$1.24M 0.18%
7,112
+320
116
$1.23M 0.18%
22,502
+3
117
$1.23M 0.18%
20,680
+40
118
$1.22M 0.18%
45,289
-2,738
119
$1.21M 0.18%
7,725
-500
120
$1.2M 0.17%
6,499
-73
121
$1.19M 0.17%
5,963
-13
122
$1.16M 0.17%
10,967
123
$1.16M 0.17%
23,486
-65
124
$1.15M 0.17%
33,613
-2,138
125
$1.14M 0.17%
9,792
-1,025
3 4
5
6 7