BAC
Boys Arnold & Co Portfolio holdings
AUM
$556M
1-Year Return
6.52%
This Quarter Return
+1.4%
1 Year Return
-6.52%
3 Year Return
+11.72%
5 Year Return
+26.51%
10 Year Return
–
AUM
$586M
AUM Growth
+$4.94M
(+0.85%)
Cap. Flow
+$170K
Cap. Flow
% of AUM
0.03%
Top 10 Holdings %
Top 10 Hldgs %
28.08%
Holding
276
New
16
Increased
101
Reduced
96
Closed
6
Top Buys
| 1 |
iShares 7-10 Year Treasury Bond ETF
IEF
|
$1.6M |
| 2 |
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
|
$1.48M |
| 3 |
Real Estate Select Sector SPDR Fund
XLRE
|
$1.21M |
| 4 |
iShares Core S&P 500 ETF
IVV
|
$741K |
| 5 |
Fortive
FTV
|
$644K |
Top Sells
Sector Composition
| 1 | Consumer Discretionary | 9.95% |
| 2 | Healthcare | 9.34% |
| 3 | Industrials | 8.27% |
| 4 | Technology | 7.92% |
| 5 | Consumer Staples | 7.59% |
