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
$634M
AUM Growth
+$32.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
284
New
Increased
Reduced
Closed

Top Buys

1
+$2.2M
2
+$1.38M
3
+$745K
4
AAPL icon
Apple
AAPL
+$702K
5
XLU icon
Utilities Select Sector SPDR Fund
XLU
+$559K

Top Sells

1
+$823K
2
+$798K
3
+$688K
4
USIG icon
iShares Broad USD Investment Grade Corporate Bond ETF
USIG
+$660K
5
GT icon
Goodyear
GT
+$480K

Sector Composition

1 Consumer Discretionary 10.14%
2 Healthcare 8.76%
3 Technology 8.38%
4 Industrials 8.29%
5 Financials 7.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.4M 0.54%
42,281
-500
52
$3.31M 0.52%
48,682
-5,930
53
$3.22M 0.51%
72,450
-1,150
54
$3.12M 0.49%
38,740
+226
55
$3.04M 0.48%
23,422
+578
56
$3.02M 0.48%
36,842
+1,215
57
$2.92M 0.46%
121,365
-6,516
58
$2.9M 0.46%
15,512
+65
59
$2.85M 0.45%
79,158
-13,324
60
$2.81M 0.44%
24,860
-500
61
$2.72M 0.43%
55,703
+25
62
$2.69M 0.42%
21,582
+729
63
$2.67M 0.42%
64,420
+1,680
64
$2.67M 0.42%
67,985
+8,800
65
$2.61M 0.41%
24,682
+2,008
66
$2.55M 0.4%
33,620
-2,250
67
$2.53M 0.4%
42,221
+82
68
$2.5M 0.39%
61,132
+638
69
$2.45M 0.39%
72,415
+3,670
70
$2.4M 0.38%
18,189
71
$2.36M 0.37%
7,556
+135
72
$2.33M 0.37%
52,352
+5,850
73
$2.32M 0.37%
13,844
+435
74
$2.31M 0.36%
45,068
+10,903
75
$2.31M 0.36%
26,156
+1,156
1 2
3
4 5