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
$556M
AUM Growth
-$168M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
272
New
Increased
Reduced
Closed

Top Buys

1
+$7.88M
2
+$2.12M
3
+$1.43M
4
TFC icon
Truist Financial
TFC
+$783K
5
QQQ icon
Invesco QQQ Trust
QQQ
+$779K

Top Sells

1
+$12.3M
2
+$7.47M
3
+$1.45M
4
DIA icon
SPDR Dow Jones Industrial Average ETF Trust
DIA
+$1.1M
5
JNJ icon
Johnson & Johnson
JNJ
+$965K

Sector Composition

1 Consumer Discretionary 11.14%
2 Technology 11.1%
3 Healthcare 7.64%
4 Financials 6.14%
5 Communication Services 5.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
INTC icon
51
Intel
INTC
$177B
$2.73M 0.48%
50,345
+63
BRK.A icon
52
Berkshire Hathaway Class A
BRK.A
$1.06T
$2.72M 0.48%
10
CVX icon
53
Chevron
CVX
$306B
$2.69M 0.48%
37,183
-3,092
QQQ icon
54
Invesco QQQ Trust
QQQ
$389B
$2.62M 0.46%
13,775
+4,090
V icon
55
Visa
V
$652B
$2.58M 0.46%
15,998
-1,700
MDY icon
56
SPDR S&P MidCap 400 ETF Trust
MDY
$23.6B
$2.53M 0.45%
9,625
-308
BND icon
57
Vanguard Total Bond Market
BND
$137B
$2.48M 0.44%
29,071
+3,994
NEE icon
58
NextEra Energy
NEE
$171B
$2.42M 0.43%
40,160
-300
IEMG icon
59
iShares Core MSCI Emerging Markets ETF
IEMG
$113B
$2.4M 0.42%
59,291
+2,165
VEA icon
60
Vanguard FTSE Developed Markets ETF
VEA
$178B
$2.39M 0.42%
71,692
-43,496
ORCL icon
61
Oracle
ORCL
$695B
$2.38M 0.42%
49,219
-1,024
IEF icon
62
iShares 7-10 Year Treasury Bond ETF
IEF
$38.6B
$2.34M 0.41%
19,275
XLV icon
63
Health Care Select Sector SPDR Fund
XLV
$36B
$2.32M 0.41%
26,218
-2,410
CSCO icon
64
Cisco
CSCO
$280B
$2.26M 0.4%
57,418
-23,439
XLP icon
65
Consumers Staples Select Sector SPDR Fund
XLP
$14.8B
$2.23M 0.39%
40,878
-1,284
TSM icon
66
TSMC
TSM
$1.5T
$2.15M 0.38%
44,903
VZ icon
67
Verizon
VZ
$168B
$2.09M 0.37%
38,865
+3,894
VIG icon
68
Vanguard Dividend Appreciation ETF
VIG
$97.7B
$1.98M 0.35%
19,190
+5
IVW icon
69
iShares S&P 500 Growth ETF
IVW
$66.6B
$1.97M 0.35%
47,848
-3,420
XLY icon
70
Consumer Discretionary Select Sector SPDR Fund
XLY
$24.1B
$1.94M 0.34%
19,740
-1,365
BMY icon
71
Bristol-Myers Squibb
BMY
$95B
$1.93M 0.34%
34,554
-4,549
DUK icon
72
Duke Energy
DUK
$96.5B
$1.8M 0.32%
22,266
-210
XLU icon
73
Utilities Select Sector SPDR Fund
XLU
$21.7B
$1.73M 0.31%
31,249
+1,400
FI icon
74
Fiserv
FI
$33.1B
$1.72M 0.3%
18,052
-1,850
IWF icon
75
iShares Russell 1000 Growth ETF
IWF
$124B
$1.71M 0.3%
11,353
-124
1 2
3
4 5