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
$524M
AUM Growth
+$43M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
199
New
Increased
Reduced
Closed

Top Buys

1
+$2.63M
2
+$2.17M
3
+$1.51M
4
IGIB icon
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
+$1.46M
5
FEZ icon
SPDR Euro Stoxx 50 ETF
FEZ
+$981K

Top Sells

1
+$3.43M
2
+$2.09M
3
+$1.34M
4
BRCM
BROADCOM CORP CL-A
BRCM
+$1.3M
5
TIP icon
iShares TIPS Bond ETF
TIP
+$1.25M

Sector Composition

1 Financials 12.17%
2 Healthcare 9.84%
3 Industrials 8.53%
4 Energy 8.34%
5 Technology 8.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.74M 0.71%
21
52
$3.31M 0.63%
69,404
+1,113
53
$3.26M 0.62%
84,992
+1,414
54
$3.12M 0.59%
29,271
+765
55
$3.09M 0.59%
43,937
-1,856
56
$3.07M 0.59%
49,697
+2,111
57
$3.03M 0.58%
69,020
-370
58
$2.82M 0.54%
23,895
+150
59
$2.79M 0.53%
64,425
-14,000
60
$2.78M 0.53%
39,631
+358
61
$2.71M 0.52%
126,512
+2,400
62
$2.68M 0.51%
103,352
-3,485
63
$2.63M 0.5%
+100,297
64
$2.61M 0.5%
72,950
+23,095
65
$2.53M 0.48%
49,574
-1,125
66
$2.53M 0.48%
26,352
+254
67
$2.45M 0.47%
49,853
-415
68
$2.37M 0.45%
22,649
-12,800
69
$2.37M 0.45%
34,354
+517
70
$2.31M 0.44%
23,808
-287
71
$2.17M 0.41%
30,759
+250
72
$2.16M 0.41%
20,847
-33,040
73
$2.13M 0.41%
56,856
-8,977
74
$2.12M 0.4%
29,172
+1,328
75
$2.11M 0.4%
83,940
+10,425
1 2
3
4 5