BAC
Boys Arnold & Co Portfolio holdings
AUM
$556M
1-Year Return
6.52%
This Quarter Return
+2.69%
1 Year Return
-6.52%
3 Year Return
+11.72%
5 Year Return
+26.51%
10 Year Return
–
AUM
$581M
AUM Growth
+$328M
(+130%)
Cap. Flow
+$323M
Cap. Flow
% of AUM
55.54%
Top 10 Holdings %
Top 10 Hldgs %
28.33%
Holding
262
New
119
Increased
136
Reduced
1
Closed
2
Top Buys
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
$26.8M |
| 2 |
iShares Core S&P 500 ETF
IVV
|
$9.71M |
| 3 |
RTX Corp
RTX
|
$8.41M |
| 4 |
Exxon Mobil
XOM
|
$6.83M |
| 5 |
iShares Intermediate Government/Credit Bond ETF
GVI
|
$5.94M |
Top Sells
| 1 |
Cencora
COR
|
$422K |
| 2 |
Exelon
EXC
|
$312K |
| 3 |
Federated Hermes
FHI
|
$5.04K |
Sector Composition
| 1 | Consumer Discretionary | 10.32% |
| 2 | Healthcare | 9.71% |
| 3 | Industrials | 8.22% |
| 4 | Consumer Staples | 8.06% |
| 5 | Technology | 7.54% |
