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
126
$1.26M 0.18%
14,019
+19
127
$1.22M 0.18%
11,596
+287
128
$1.21M 0.18%
42,756
-533
129
$1.2M 0.18%
16,822
-55
130
$1.18M 0.17%
15,045
131
$1.16M 0.17%
6,272
-125
132
$1.15M 0.17%
13,764
-374
133
$1.1M 0.16%
5,319
+175
134
$1.1M 0.16%
10,250
135
$1.09M 0.16%
15,491
+19
136
$1.07M 0.16%
33,552
137
$1.07M 0.16%
10,380
-3,450
138
$1.06M 0.15%
32,996
-1,350
139
$1.03M 0.15%
6,537
140
$1.01M 0.15%
11,250
141
$1.01M 0.15%
24,900
-1,100
142
$986K 0.14%
8,957
143
$986K 0.14%
45,716
144
$977K 0.14%
18,420
-744
145
$970K 0.14%
4,937
-208
146
$969K 0.14%
2,475
147
$964K 0.14%
31,738
+560
148
$955K 0.14%
20,640
-400
149
$948K 0.14%
14,382
-125
150
$940K 0.14%
21,554
+465
4 5
6
7 8