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
251
$230K 0.04%
+15,000
252
$230K 0.04%
+3,400
253
$223K 0.04%
+17,750
254
$220K 0.04%
+1,938
255
$219K 0.04%
+5,319
256
$212K 0.04%
+1,865
257
$212K 0.04%
+9,600
258
$211K 0.04%
7,325
-175
259
$209K 0.04%
+610
260
$158K 0.03%
+17,050
261
– –
-4,875
262
– –
-12,197
7 8 9 10
11