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
$634M
AUM Growth
+$32.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
284
New
Increased
Reduced
Closed

Top Buys

1
+$2.2M
2
+$1.38M
3
+$745K
4
AAPL icon
Apple
AAPL
+$702K
5
XLU icon
State Street Utilities Select Sector SPDR ETF
XLU
+$559K

Top Sells

1
+$823K
2
+$798K
3
+$688K
4
USIG icon
iShares Broad USD Investment Grade Corporate Bond ETF
USIG
+$660K
5
GT icon
Goodyear
GT
+$480K

Sector Composition

1 Consumer Discretionary 10.14%
2 Healthcare 8.76%
3 Technology 8.38%
4 Industrials 8.29%
5 Financials 7.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$265K 0.04%
+4,891
252
$263K 0.04%
5,743
+424
253
$257K 0.04%
9,600
254
$256K 0.04%
5,945
+320
255
$249K 0.04%
+4,224
256
$245K 0.04%
3,308
257
$237K 0.04%
15,000
258
$234K 0.04%
611
-33
259
$228K 0.04%
+3,810
260
$224K 0.04%
+5,361
261
$223K 0.04%
4,036
-4,137
262
$220K 0.03%
+1,455
263
$218K 0.03%
3,734
-97
264
$217K 0.03%
8,000
265
$215K 0.03%
3,400
266
$214K 0.03%
2,684
-790
267
$213K 0.03%
11,865
+615
268
$205K 0.03%
+2,179
269
$204K 0.03%
+2,380
270
$201K 0.03%
+4,084
271
$201K 0.03%
+2,900
272
$183K 0.03%
15,750
273
$141K 0.02%
14,800
-300
274
– –
-4,637
275
– –
-31,510
8 9 10
11
12