BAC
Boys Arnold & Co Portfolio holdings
AUM
$556M
1-Year Return
6.52%
This Quarter Return
+2.82%
1 Year Return
-6.52%
3 Year Return
+11.72%
5 Year Return
+26.51%
10 Year Return
–
AUM
$681M
AUM Growth
+$5.93M
(+0.88%)
Cap. Flow
-$7.24M
Cap. Flow
% of AUM
-1.06%
Top 10 Holdings %
Top 10 Hldgs %
32.24%
Holding
285
New
8
Increased
64
Reduced
133
Closed
14
Top Buys
| 1 |
iShares Core S&P 500 ETF
IVV
|
+$1.71M |
| 2 |
Invesco Ultra Short Duration ETF
GSY
|
+$683K |
| 3 |
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
|
+$645K |
| 4 |
Broadcom
AVGO
|
+$522K |
| 5 |
Invesco S&P 500 Equal Weight ETF
RSP
|
+$499K |
Top Sells
| 1 |
Apple
AAPL
|
+$1.29M |
| 2 |
iShares Intermediate Government/Credit Bond ETF
GVI
|
+$684K |
| 3 |
GE Aerospace
GE
|
+$527K |
| 4 |
Meta Platforms (Facebook)
META
|
+$516K |
| 5 |
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% |
