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
201
$522K 0.08%
+21,510
202
$512K 0.07%
9,496
+876
203
$504K 0.07%
3,779
+157
204
$499K 0.07%
+4,900
205
$496K 0.07%
4,360
206
$481K 0.07%
3,560
207
$470K 0.07%
26,550
-72
208
$467K 0.07%
5,495
-75
209
$464K 0.07%
6,710
-5,000
210
$462K 0.07%
2,845
211
$458K 0.07%
16,445
212
$449K 0.07%
4,400
213
$440K 0.06%
24,873
214
$438K 0.06%
8,440
-165
215
$436K 0.06%
9,061
-200
216
$427K 0.06%
39,414
+1,800
217
$426K 0.06%
6,722
218
$391K 0.06%
8,035
-1,213
219
$385K 0.06%
11,509
-1,291
220
$382K 0.06%
16,841
-125
221
$377K 0.06%
3,200
222
$375K 0.05%
3,230
223
$374K 0.05%
9,927
-1,773
224
$370K 0.05%
22,506
225
$367K 0.05%
1,243
-187
7 8
9
10 11