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
$515M
AUM Growth
+$7.97M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
222
New
Increased
Reduced
Closed

Top Buys

1
+$3.03M
2
+$2.09M
3
+$1.91M
4
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$1.42M
5
MS icon
Morgan Stanley
MS
+$1.2M

Top Sells

1
+$1.83M
2
+$1.8M
3
+$1.72M
4
DEM icon
WisdomTree Emerging Markets High Dividend Fund
DEM
+$1.05M
5
MMM icon
3M
MMM
+$1.04M

Sector Composition

1 Healthcare 10.8%
2 Consumer Discretionary 10.41%
3 Technology 10.19%
4 Industrials 9.19%
5 Financials 9.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$5.27M 1.02%
61,662
-2,547
27
$5.15M 1%
54,482
-3,249
28
$5.13M 1%
114,170
-2,466
29
$4.99M 0.97%
67,121
-2,429
30
$4.93M 0.96%
166,892
+5,268
31
$4.8M 0.93%
34,944
-7,593
32
$4.75M 0.92%
21
33
$4.49M 0.87%
82,146
+11,034
34
$4.49M 0.87%
53,831
-7,848
35
$4.45M 0.86%
132,160
-26,315
36
$4.44M 0.86%
42,264
-3,526
37
$4.06M 0.79%
38,303
-16,210
38
$4.01M 0.78%
89,091
+4,756
39
$4M 0.78%
151,575
+114,895
40
$3.95M 0.77%
44,482
+1,065
41
$3.93M 0.76%
137,331
-4,185
42
$3.87M 0.75%
45,730
+2,203
43
$3.78M 0.73%
33,015
-1,635
44
$3.78M 0.73%
123,676
-60,018
45
$3.76M 0.73%
131,733
-5,992
46
$3.74M 0.73%
109,096
+4,558
47
$3.58M 0.69%
29,946
+11,913
48
$3.46M 0.67%
63,840
+1,601
49
$3.4M 0.66%
59,000
+2,038
50
$3.34M 0.65%
59,702
-1,750
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