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
$253M
AUM Growth
-$665M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
217
New
Increased
Reduced
Closed

Top Buys

1
+$948K
2
+$422K
3
+$354K

Top Sells

1
+$36.4M
2
+$27.6M
3
+$16.9M
4
XOM icon
Exxon Mobil
XOM
+$15.7M
5
GE icon
GE Aerospace
GE
+$15.5M

Sector Composition

1 Consumer Discretionary 17.83%
2 Healthcare 10.57%
3 Financials 8.64%
4 Technology 8.11%
5 Consumer Staples 6.77%
Name Market Value Portfolio Weight Shares or Principal Change
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