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
$581M
AUM Growth
+$328M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
262
New
Increased
Reduced
Closed

Top Buys

1
+$26.8M
2
+$9.71M
3
+$8.41M
4
XOM icon
Exxon Mobil
XOM
+$6.83M
5
GVI icon
iShares Intermediate Government/Credit Bond ETF
GVI
+$5.94M

Top Sells

1
+$422K
2
+$312K
3
+$5.04K

Sector Composition

1 Consumer Discretionary 10.32%
2 Healthcare 9.71%
3 Industrials 8.22%
4 Consumer Staples 8.06%
5 Technology 7.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.01M 0.52%
20,771
+4,639
52
$3.01M 0.52%
76,471
+38,991
53
$2.95M 0.51%
52,873
+42,174
54
$2.87M 0.49%
71,028
+37,926
55
$2.77M 0.48%
23,535
+4,615
56
$2.77M 0.48%
+42,667
57
$2.75M 0.47%
107,132
+32,636
58
$2.75M 0.47%
41,300
+37,625
59
$2.74M 0.47%
32,123
+27,665
60
$2.73M 0.47%
91,530
+34,725
61
$2.64M 0.45%
21,931
+17,895
62
$2.54M 0.44%
70,256
+36,952
63
$2.54M 0.44%
33,445
+10,569
64
$2.49M 0.43%
+25,482
65
$2.49M 0.43%
43,910
+16,700
66
$2.45M 0.42%
39,037
+11,807
67
$2.43M 0.42%
65,403
+12,978
68
$2.43M 0.42%
46,324
+21,575
69
$2.34M 0.4%
44,939
+39,966
70
$2.28M 0.39%
41,265
+22,115
71
$2.25M 0.39%
+32,585
72
$2.19M 0.38%
18,289
+6,800
73
$2.15M 0.37%
25,642
+6,437
74
$2.14M 0.37%
21,709
+10,044
75
$2.13M 0.37%
15,322
+12,900
1 2
3
4 5