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
$461M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
182
New
Increased
Reduced
Closed

Top Buys

1 +$21M
2 +$17.1M
3 +$16.3M
4
RTX icon
RTX Corp
RTX
+$12.2M
5
IVV icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
176
$209K 0.05%
+6,183
177
$206K 0.04%
+4,336
178
$206K 0.04%
+3,644
179
$202K 0.04%
+2,800
180
$197K 0.04%
+12,711
181
$164K 0.04%
+70
182
$53K 0.01%
+871