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
$586M
AUM Growth
+$4.94M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
276
New
Increased
Reduced
Closed

Top Buys

1
+$1.6M
2
+$1.48M
3
+$1.21M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$741K
5
FTV icon
Fortive
FTV
+$644K

Top Sells

1
+$2.02M
2
+$1.18M
3
+$1.06M
4
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$932K
5
XLF icon
Financial Select Sector SPDR Fund
XLF
+$846K

Sector Composition

1 Consumer Discretionary 9.95%
2 Healthcare 9.34%
3 Industrials 8.27%
4 Technology 7.92%
5 Consumer Staples 7.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.02M 0.52%
70,366
-662
52
$2.97M 0.51%
123,675
-1,491
53
$2.92M 0.5%
94,230
+2,700
54
$2.91M 0.5%
24,835
+1,300
55
$2.87M 0.49%
42,782
+115
56
$2.83M 0.48%
35,346
-2
57
$2.77M 0.47%
53,332
+459
58
$2.72M 0.46%
38,788
-249
59
$2.55M 0.44%
36,702
-12,062
60
$2.55M 0.43%
22,774
+14,314
61
$2.54M 0.43%
22,017
+86
62
$2.41M 0.41%
15,547
+225
63
$2.34M 0.4%
63,925
-1,478
64
$2.33M 0.4%
40,892
-3,018
65
$2.3M 0.39%
42,139
-2,800
66
$2.29M 0.39%
58,980
+3,600
67
$2.29M 0.39%
32,481
-964
68
$2.28M 0.39%
19,615
+2,500
69
$2.28M 0.39%
46,485
+161
70
$2.24M 0.38%
21,425
-284
71
$2.23M 0.38%
70,343
+1,903
72
$2.22M 0.38%
72,682
-4,575
73
$2.22M 0.38%
41,687
+422
74
$2.13M 0.36%
25,294
-348
75
$2.13M 0.36%
59,336
-10,920
1 2
3
4 5