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
151
$931K 0.14%
6,307
+940
152
$931K 0.14%
13,446
-257
153
$929K 0.14%
14,333
154
$925K 0.14%
21,530
-279
155
$922K 0.13%
11,604
-3,378
156
$913K 0.13%
6,052
+19
157
$906K 0.13%
17,943
-49
158
$876K 0.13%
12,825
-500
159
$875K 0.13%
8,195
+882
160
$873K 0.13%
18,417
-1,542
161
$842K 0.12%
5,942
-140
162
$824K 0.12%
23,051
-1,450
163
$821K 0.12%
38,598
164
$807K 0.12%
10,973
-581
165
$804K 0.12%
8,229
+1,412
166
$797K 0.12%
45,075
+9,730
167
$795K 0.12%
5,760
+49
168
$777K 0.11%
82,048
-152
169
$771K 0.11%
9,854
170
$768K 0.11%
5,657
171
$766K 0.11%
13,632
172
$756K 0.11%
20,207
-36
173
$690K 0.1%
7,392
174
$689K 0.1%
8,462
+11
175
$683K 0.1%
+13,600
5 6
7
8 9