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
$551M
AUM Growth
+$27.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
212
New
Increased
Reduced
Closed

Top Buys

1
+$3.14M
2
+$1.86M
3
+$1.84M
4
IBM icon
IBM
IBM
+$1.73M
5
AAPL icon
Apple
AAPL
+$1.45M

Top Sells

1
+$1.26M
2
+$926K
3
+$565K
4
USIG icon
iShares Broad USD Investment Grade Corporate Bond ETF
USIG
+$515K
5
GT icon
Goodyear
GT
+$463K

Sector Composition

1 Financials 12%
2 Healthcare 9.83%
3 Technology 9.21%
4 Industrials 9.07%
5 Energy 8.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$6.09M 1.11%
193,370
-2,146
27
$5.92M 1.07%
194,432
-18,527
28
$5.78M 1.05%
141,272
-2,780
29
$5.64M 1.02%
53,113
-1,750
30
$5.64M 1.02%
92,827
+203
31
$5.59M 1.01%
70,920
+3,625
32
$5.54M 1.01%
143,364
+7,312
33
$5.39M 0.98%
64,615
+1,820
34
$5.17M 0.94%
97,938
-8,068
35
$4.9M 0.89%
43,216
+4,246
36
$4.8M 0.87%
67,701
-1,100
37
$4.68M 0.85%
62,259
+7,986
38
$4.67M 0.85%
178,900
-17,700
39
$4.41M 0.8%
65,056
+40
40
$4.34M 0.79%
175,141
+350
41
$4.18M 0.76%
55,748
+225
42
$4.11M 0.74%
161,202
-2,580
43
$4.02M 0.73%
73,722
+154
44
$3.99M 0.72%
131,714
+450
45
$3.99M 0.72%
35,810
-3,465
46
$3.93M 0.71%
21
47
$3.83M 0.69%
70,665
+1,261
48
$3.81M 0.69%
48,168
-144
49
$3.51M 0.64%
42,871
-575
50
$3.38M 0.61%
61,652
-9,400
1
2
3 4 5