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
$581M
AUM Growth
+$328M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
262
New
Increased
Reduced
Closed

Top Buys

1
+$26.8M
2
+$9.71M
3
+$8.41M
4
XOM icon
Exxon Mobil
XOM
+$6.83M
5
GVI icon
iShares Intermediate Government/Credit Bond ETF
GVI
+$5.94M

Top Sells

1
+$422K
2
+$312K
3
+$5.04K

Sector Composition

1 Consumer Discretionary 10.32%
2 Healthcare 9.71%
3 Industrials 8.22%
4 Consumer Staples 8.06%
5 Technology 7.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$5.45M 0.94%
163,162
+80,021
27
$5.34M 0.92%
96,036
+61,996
28
$5.32M 0.92%
43,553
+17,412
29
$5.3M 0.91%
57,737
+48,705
30
$5.3M 0.91%
85,284
+42,606
31
$5.04M 0.87%
41,048
+26,928
32
$4.89M 0.84%
58,596
+25,052
33
$4.51M 0.78%
104,011
+68,425
34
$4.46M 0.77%
+43,828
35
$4.32M 0.74%
111,848
+48,740
36
$4.31M 0.74%
38,310
+14,450
37
$4.12M 0.71%
19
38
$4.1M 0.71%
51,891
+29,396
39
$4.04M 0.69%
117,540
+50,646
40
$3.94M 0.68%
120,908
+106,136
41
$3.9M 0.67%
110,720
+52,320
42
$3.83M 0.66%
35,782
+3,369
43
$3.4M 0.58%
61,785
+42,754
44
$3.31M 0.57%
48,764
+14,615
45
$3.25M 0.56%
30,523
+19,460
46
$3.23M 0.56%
63,199
+48,929
47
$3.1M 0.53%
51,023
+24,057
48
$3.06M 0.53%
93,441
+57,536
49
$3.05M 0.52%
125,166
+51,954
50
$3.03M 0.52%
35,348
+24,316
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