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
$918M
AUM Growth
+$438M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
234
New
Increased
Reduced
Closed

Top Buys

1
+$34.6M
2
+$19.9M
3
+$11.5M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$10.2M
5
AAPL icon
Apple
AAPL
+$9.85M

Top Sells

1
+$1.02M
2
+$564K
3
+$529K
4
GAP
The Gap Inc
GAP
+$519K
5
BEN icon
Franklin Resources
BEN
+$501K

Sector Composition

1 Consumer Discretionary 12.24%
2 Healthcare 11.17%
3 Industrials 8.83%
4 Financials 8.32%
5 Technology 8.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$5.11M 0.56%
224,780
+100,955
52
$5.09M 0.55%
42,492
+22,213
53
$4.99M 0.54%
99,034
+36,321
54
$4.87M 0.53%
91,200
+42,000
55
$4.8M 0.52%
56,916
+48,178
56
$4.6M 0.5%
87,600
+43,800
57
$4.46M 0.49%
136,062
+66,068
58
$4.41M 0.48%
158,110
+98,695
59
$4.34M 0.47%
126,022
+43,272
60
$4.28M 0.47%
78,100
+38,700
61
$4.26M 0.46%
31,044
+15,522
62
$4.22M 0.46%
57,396
+26,927
63
$4.17M 0.45%
82,615
+42,774
64
$4.06M 0.44%
25,132
+12,296
65
$4.05M 0.44%
72,963
+19,048
66
$4.03M 0.44%
34,144
+12,931
67
$4M 0.44%
195,489
+67,992
68
$3.98M 0.43%
55,288
+28,402
69
$3.88M 0.42%
92,475
+44,325
70
$3.84M 0.42%
101,200
+50,880
71
$3.81M 0.42%
43,347
+248
72
$3.78M 0.41%
44,359
+22,204
73
$3.77M 0.41%
86,930
+52,590
74
$3.48M 0.38%
68,660
+34,480
75
$3.46M 0.38%
47,090
+21,770
1 2
3
4 5