BAC
Boys Arnold & Co Portfolio holdings
AUM
$556M
1-Year Return
6.52%
This Quarter Return
+0.5%
1 Year Return
-6.52%
3 Year Return
+11.72%
5 Year Return
+26.51%
10 Year Return
–
AUM
$461M
AUM Growth
–
Cap. Flow
+$461M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
27.3%
Holding
182
New
182
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Lowe's Companies
LOW
|
$21M |
| 2 |
Exxon Mobil
XOM
|
$17.1M |
| 3 |
Franklin Resources
BEN
|
$16.3M |
| 4 |
RTX Corp
RTX
|
$12.2M |
| 5 |
iShares Core S&P 500 ETF
IVV
|
$11.6M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Financials | 10.38% |
| 2 | Healthcare | 9.6% |
| 3 | Consumer Staples | 8.65% |
| 4 | Technology | 8.59% |
| 5 | Energy | 8.35% |
