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
$581M
AUM Growth
+$328M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
262
New
Increased
Reduced
Closed

Top Buys

1
+$26.8M
2
+$9.71M
3
+$8.41M
4
XOM icon
Exxon Mobil
XOM
+$6.83M
5
GVI icon
iShares Intermediate Government/Credit Bond ETF
GVI
+$5.94M

Top Sells

1
+$422K
2
+$312K
3
+$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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$304K 0.05%
+3,325
227
$300K 0.05%
+9,206
228
$300K 0.05%
+2,624
229
$297K 0.05%
+7,018
230
$292K 0.05%
+6,425
231
$291K 0.05%
+2,270
232
$291K 0.05%
5,862
+720
233
$290K 0.05%
+3,567
234
$286K 0.05%
+6,120
235
$284K 0.05%
+3,514
236
$281K 0.05%
+1,540
237
$276K 0.05%
+7,261
238
$275K 0.05%
+3,224
239
$272K 0.05%
+17,500
240
$270K 0.05%
+216
241
$265K 0.05%
+19,200
242
$262K 0.05%
+2,975
243
$259K 0.04%
+5,615
244
$252K 0.04%
+3,240
245
$250K 0.04%
+7,386
246
$247K 0.04%
+4,792
247
$242K 0.04%
+6,182
248
$239K 0.04%
+8,000
249
$234K 0.04%
+4,000
250
$230K 0.04%
1,800
7 8 9
10
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