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
$918M
AUM Growth
+$438M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
234
New
Increased
Reduced
Closed

Top Buys

1
+$34.6M
2
+$19.9M
3
+$11.5M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$10.2M
5
AAPL icon
Apple
AAPL
+$9.85M

Top Sells

1
+$1.02M
2
+$564K
3
+$529K
4
GAP
The Gap Inc
GAP
+$519K
5
BEN icon
Franklin Resources
BEN
+$501K

Sector Composition

1 Consumer Discretionary 12.24%
2 Healthcare 11.17%
3 Industrials 8.83%
4 Financials 8.32%
5 Technology 8.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
– –
-10,575
227
– –
-8,000
228
– –
-1,900
229
– –
-5,673
230
– –
-18,200
231
– –
-13,521
232
– –
-9,787
233
– –
-47,050
234
– –
-5,525
6 7 8 9
10