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
176
$677K 0.1%
7,907
-68
177
$670K 0.1%
13,836
+200
178
$667K 0.1%
10,679
-150
179
$666K 0.1%
3,000
180
$655K 0.1%
14,535
181
$646K 0.09%
13,044
-1,074
182
$619K 0.09%
4,300
-49
183
$618K 0.09%
305
184
$604K 0.09%
10,911
+57
185
$601K 0.09%
12,755
186
$600K 0.09%
9,087
187
$588K 0.09%
11,278
-159
188
$580K 0.08%
7,705
189
$574K 0.08%
8,158
-400
190
$573K 0.08%
7,616
-641
191
$572K 0.08%
6,883
192
$571K 0.08%
12,322
193
$567K 0.08%
6,095
194
$563K 0.08%
24,850
195
$555K 0.08%
8,301
-29
196
$548K 0.08%
6,797
-400
197
$534K 0.08%
5,024
+202
198
$528K 0.08%
10,480
-293
199
$528K 0.08%
28,872
+675
200
$527K 0.08%
9,735
-175
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