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
$705M
AUM Growth
+$24.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
281
New
Increased
Reduced
Closed

Top Buys

1
+$1.16M
2
+$422K
3
+$342K
4
AMZN icon
Amazon
AMZN
+$333K
5
MGV icon
Vanguard Mega Cap Value ETF
MGV
+$322K

Top Sells

1
+$7.02M
2
+$4.64M
3
+$1.01M
4
MMM icon
3M
MMM
+$798K
5
IBM icon
IBM
IBM
+$784K

Sector Composition

1 Consumer Discretionary 11.79%
2 Technology 11.57%
3 Healthcare 7.96%
4 Financials 7.53%
5 Industrials 6.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$5.85M 0.81%
28,713
-223
27
$5.7M 0.79%
142,700
+4,190
28
$5.65M 0.78%
223,457
+3,685
29
$5.65M 0.78%
31,844
-4,501
30
$5.56M 0.77%
129,426
-7,659
31
$5.51M 0.76%
98,234
-638
32
$5.45M 0.76%
105,314
+3,700
33
$5.41M 0.75%
89,480
-1,200
34
$5.34M 0.74%
49,560
-237
35
$5.27M 0.73%
47,587
-1,500
36
$4.97M 0.69%
47,517
+1,950
37
$4.86M 0.67%
33,252
-5,357
38
$4.74M 0.66%
22,044
-175
39
$4.71M 0.65%
43,653
-74
40
$4.71M 0.65%
59,194
+3,469
41
$4.65M 0.64%
111,344
-7,320
42
$4.54M 0.63%
61,210
-458
43
$4.44M 0.62%
69,167
+6,575
44
$4.2M 0.58%
38,985
+687
45
$4.12M 0.57%
39,125
+1,075
46
$4.11M 0.57%
60,245
-1,258
47
$3.93M 0.54%
84,598
-11,156
48
$3.8M 0.53%
63,600
49
$3.72M 0.52%
28,448
-699
50
$3.69M 0.51%
45,038
-2,210
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2
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