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
$602M
AUM Growth
+$15.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
278
New
Increased
Reduced
Closed

Top Buys

1
+$1.61M
2
+$1.34M
3
+$880K
4
EXC icon
Exelon
EXC
+$798K
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$697K

Top Sells

1
+$1.27M
2
+$1.04M
3
+$777K
4
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$703K
5
RWO icon
SPDR Dow Jones Global Real Estate ETF
RWO
+$658K

Sector Composition

1 Consumer Discretionary 9.51%
2 Healthcare 8.73%
3 Industrials 8.53%
4 Financials 8.07%
5 Technology 7.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
– –
-4,212
277
– –
-4,000
278
– –
-5,683
8 9 10 11
12