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
$525M
AUM Growth
+$9.78M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
220
New
Increased
Reduced
Closed

Top Buys

1
+$2.18M
2
+$1.66M
3
+$1.39M
4
DAL icon
Delta Air Lines
DAL
+$1.01M
5
TEL icon
TE Connectivity
TEL
+$806K

Top Sells

1
+$1.76M
2
+$1.53M
3
+$1.18M
4
JNJ icon
Johnson & Johnson
JNJ
+$979K
5
GVI icon
iShares Intermediate Government/Credit Bond ETF
GVI
+$563K

Sector Composition

1 Healthcare 11.21%
2 Consumer Discretionary 10.98%
3 Technology 9.84%
4 Industrials 9.83%
5 Financials 8.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.35M 0.64%
142,605
+5,000
52
$3.28M 0.63%
29,671
+2,384
53
$3.21M 0.61%
47,307
+4,977
54
$3.2M 0.61%
56,114
-2,886
55
$3.18M 0.61%
42,224
+3,913
56
$3.16M 0.6%
121,612
+1,100
57
$2.99M 0.57%
20,736
+100
58
$2.91M 0.56%
26,953
+4,000
59
$2.91M 0.55%
26,120
-725
60
$2.79M 0.53%
109,257
+201
61
$2.69M 0.51%
94,730
+4,240
62
$2.67M 0.51%
50,567
+1,838
63
$2.65M 0.51%
84,833
+6,060
64
$2.62M 0.5%
34,067
+102
65
$2.58M 0.49%
45,713
-2,200
66
$2.5M 0.48%
33,335
-4,600
67
$2.42M 0.46%
42,739
-18
68
$2.35M 0.45%
30,083
+301
69
$2.27M 0.43%
55,903
+161
70
$2.26M 0.43%
46,411
+1,005
71
$2.25M 0.43%
39,400
72
$2.23M 0.43%
22,907
+386
73
$2.22M 0.42%
50,175
+775
74
$2.2M 0.42%
68,664
-55,012
75
$2.18M 0.42%
+18,929
1 2
3
4 5