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
$515M
AUM Growth
+$7.97M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
222
New
Increased
Reduced
Closed

Top Buys

1
+$3.03M
2
+$2.09M
3
+$1.91M
4
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$1.42M
5
MS icon
Morgan Stanley
MS
+$1.2M

Top Sells

1
+$1.83M
2
+$1.8M
3
+$1.72M
4
DEM icon
WisdomTree Emerging Markets High Dividend Fund
DEM
+$1.05M
5
MMM icon
3M
MMM
+$1.04M

Sector Composition

1 Healthcare 10.8%
2 Consumer Discretionary 10.41%
3 Technology 10.19%
4 Industrials 9.19%
5 Financials 9.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.31M 0.64%
80,128
-1,277
52
$3.24M 0.63%
109,056
+3,945
53
$3.24M 0.63%
30,573
+1,074
54
$3.2M 0.62%
120,512
-800
55
$3.14M 0.61%
47,913
-1,555
56
$3.12M 0.61%
38,311
-4,200
57
$3.1M 0.6%
20,636
+800
58
$3.08M 0.6%
137,605
-3,235
59
$3.01M 0.58%
27,287
+3,187
60
$2.97M 0.58%
42,330
-5,627
61
$2.96M 0.57%
26,845
-1,525
62
$2.9M 0.56%
37,935
-9,080
63
$2.86M 0.55%
78,773
-15,780
64
$2.84M 0.55%
33,965
-1,940
65
$2.64M 0.51%
42,757
-2,100
66
$2.59M 0.5%
55,742
+2,163
67
$2.56M 0.5%
90,490
-64
68
$2.47M 0.48%
48,729
-2,196
69
$2.43M 0.47%
22,953
+19,712
70
$2.35M 0.46%
29,782
+960
71
$2.26M 0.44%
51,275
72
$2.23M 0.43%
47,271
+2,515
73
$2.21M 0.43%
33,694
+3,331
74
$2.13M 0.41%
15,447
-1,150
75
$2.12M 0.41%
45,406
-1,640
1 2
3
4 5