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
$551M
AUM Growth
+$27.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
212
New
Increased
Reduced
Closed

Top Buys

1
+$3.14M
2
+$1.86M
3
+$1.84M
4
IBM icon
IBM
IBM
+$1.73M
5
AAPL icon
Apple
AAPL
+$1.45M

Top Sells

1
+$1.26M
2
+$926K
3
+$565K
4
USIG icon
iShares Broad USD Investment Grade Corporate Bond ETF
USIG
+$515K
5
GT icon
Goodyear
GT
+$463K

Sector Composition

1 Financials 12%
2 Healthcare 9.83%
3 Technology 9.21%
4 Industrials 9.07%
5 Energy 8.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.35M 0.61%
66,350
-18,372
52
$3.32M 0.6%
44,260
+323
53
$3.31M 0.6%
86,092
+1,100
54
$3.31M 0.6%
49,481
+9,850
55
$3.25M 0.59%
69,020
56
$3.17M 0.58%
49,807
+110
57
$3.14M 0.57%
+36,410
58
$3M 0.54%
27,816
-1,455
59
$2.97M 0.54%
124,112
-2,400
60
$2.94M 0.53%
23,645
-250
61
$2.91M 0.53%
61,560
-26,725
62
$2.88M 0.52%
64,275
-150
63
$2.71M 0.49%
27,834
+1,482
64
$2.62M 0.48%
101,600
-1,752
65
$2.55M 0.46%
93,175
+9,235
66
$2.54M 0.46%
69,975
-2,975
67
$2.54M 0.46%
51,800
+2,226
68
$2.48M 0.45%
102,610
+2,313
69
$2.42M 0.44%
33,981
-373
70
$2.39M 0.43%
50,318
+465
71
$2.37M 0.43%
24,218
+410
72
$2.36M 0.43%
21,647
+250
73
$2.31M 0.42%
32,820
+2,061
74
$2.3M 0.42%
56,146
-710
75
$2.22M 0.4%
20,700
-147
1 2
3
4 5