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
$524M
AUM Growth
+$43M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
199
New
Increased
Reduced
Closed

Top Buys

1
+$2.63M
2
+$2.17M
3
+$1.51M
4
IGIB icon
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
+$1.46M
5
FEZ icon
SPDR Euro Stoxx 50 ETF
FEZ
+$981K

Top Sells

1
+$3.43M
2
+$2.09M
3
+$1.34M
4
BRCM
BROADCOM CORP CL-A
BRCM
+$1.3M
5
TIP icon
iShares TIPS Bond ETF
TIP
+$1.25M

Sector Composition

1 Financials 12.17%
2 Healthcare 9.84%
3 Industrials 8.53%
4 Energy 8.34%
5 Technology 8.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$5.83M 1.11%
54,863
+875
27
$5.8M 1.11%
64,401
+402
28
$5.74M 1.1%
81,756
+6,575
29
$5.62M 1.07%
136,052
-620
30
$5.59M 1.07%
106,006
+41,202
31
$5.51M 1.05%
144,052
+3,301
32
$5.42M 1.03%
92,624
+1,942
33
$5.21M 0.99%
62,795
-68
34
$5.17M 0.99%
68,801
+2,025
35
$5M 0.95%
67,295
+635
36
$4.69M 0.89%
196,600
-27,531
37
$4.61M 0.88%
65,016
-854
38
$4.57M 0.87%
38,970
+338
39
$4.4M 0.84%
84,722
+2,321
40
$4.35M 0.83%
174,791
+18,825
41
$4.32M 0.82%
39,275
-1,265
42
$4.3M 0.82%
163,782
-23,718
43
$4.18M 0.8%
131,264
+1,052
44
$4.08M 0.78%
54,273
+7,908
45
$4.08M 0.78%
88,285
+6,534
46
$3.98M 0.76%
48,312
+685
47
$3.97M 0.76%
73,568
+27,154
48
$3.81M 0.73%
55,523
+5,600
49
$3.8M 0.72%
71,052
-8,300
50
$3.79M 0.72%
43,446
-770
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