BAC
Boys Arnold & Co Portfolio holdings
AUM
$556M
1-Year Return
6.52%
This Quarter Return
+1.8%
1 Year Return
-6.52%
3 Year Return
+11.72%
5 Year Return
+26.51%
10 Year Return
–
AUM
$253M
AUM Growth
-$665M
(-72%)
Cap. Flow
-$679M
Cap. Flow
% of AUM
-268.13%
Top 10 Holdings %
Top 10 Hldgs %
37.48%
Holding
217
New
3
Increased
–
Reduced
140
Closed
74
Top Buys
| 1 |
Charles Schwab
SCHW
|
$948K |
| 2 |
Cencora
COR
|
$422K |
| 3 |
Bread Financial
BFH
|
$354K |
Top Sells
| 1 |
Lowe's Companies
LOW
|
$36.4M |
| 2 |
iShares Core S&P 500 ETF
IVV
|
$27.6M |
| 3 |
RTX Corp
RTX
|
$16.9M |
| 4 |
Exxon Mobil
XOM
|
$15.7M |
| 5 |
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% |
