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
$918M
AUM Growth
+$438M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
234
New
Increased
Reduced
Closed

Top Buys

1
+$34.6M
2
+$19.9M
3
+$11.5M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$10.2M
5
AAPL icon
Apple
AAPL
+$9.85M

Top Sells

1
+$1.02M
2
+$564K
3
+$529K
4
GAP
The Gap Inc
GAP
+$519K
5
BEN icon
Franklin Resources
BEN
+$501K

Sector Composition

1 Consumer Discretionary 12.24%
2 Healthcare 11.17%
3 Industrials 8.83%
4 Financials 8.32%
5 Technology 8.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$8.78M 0.96%
97,591
+30,739
27
$8.37M 0.91%
215,160
+107,820
28
$8.35M 0.91%
272,502
+114,708
29
$7.98M 0.87%
79,886
+26,743
30
$7.97M 0.87%
224,744
+110,398
31
$7.96M 0.87%
185,778
+96,660
32
$7.76M 0.85%
237,506
+116,238
33
$7.7M 0.84%
67,570
+41,715
34
$7.52M 0.82%
38
+19
35
$7.43M 0.81%
106,826
+45,239
36
$7.33M 0.8%
83,822
+40,937
37
$7.28M 0.79%
226,005
+89,049
38
$7.13M 0.78%
68,368
+35,199
39
$6.78M 0.74%
53,850
+14,847
40
$6.33M 0.69%
148,412
+50,608
41
$6.32M 0.69%
101,295
+49,829
42
$6.26M 0.68%
139,340
+53,717
43
$6.04M 0.66%
86,631
+32,112
44
$5.9M 0.64%
55,676
+22,663
45
$5.75M 0.63%
224,010
+110,206
46
$5.75M 0.63%
53,220
+27,115
47
$5.65M 0.62%
50,590
+23,920
48
$5.55M 0.6%
42,032
+20,991
49
$5.36M 0.58%
47,466
+23,278
50
$5.3M 0.58%
62,600
+8,201
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