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
1
$45M 6.59%
471,049
-4,766
2
$39.3M 5.76%
849,964
-27,828
3
$32.9M 4.82%
120,584
+6,266
4
$30.7M 4.49%
113,021
-1,286
5
$14.1M 2.06%
210,290
-1,155
6
$13.9M 2.03%
84,748
+126
7
$12.3M 1.79%
148,080
-2,507
8
$11.4M 1.67%
145,177
-385
9
$10M 1.47%
82,667
-1,057
10
$9.8M 1.43%
50,226
-128
11
$8.59M 1.26%
44,198
-2,653
12
$7.96M 1.16%
62,945
-345
13
$7.75M 1.13%
50,981
-2,875
14
$7.51M 1.1%
69,689
-6,348
15
$7.45M 1.09%
140,196
+12,148
16
$7.28M 1.07%
69,849
-1,051
17
$6.86M 1%
87,843
-4,625
18
$6.83M 1%
256,731
-422
19
$6.48M 0.95%
147,754
20
$6.03M 0.88%
57,571
-92
21
$5.98M 0.87%
36,345
+179
22
$5.97M 0.87%
85,923
+161
23
$5.95M 0.87%
44,320
-28
24
$5.94M 0.87%
137,085
-3,936
25
$5.82M 0.85%
50,765
+900
1
2 3 4 5