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
$705M
AUM Growth
+$24.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
281
New
Increased
Reduced
Closed

Top Buys

1
+$1.16M
2
+$422K
3
+$342K
4
AMZN icon
Amazon
AMZN
+$333K
5
MGV icon
Vanguard Mega Cap Value ETF
MGV
+$322K

Top Sells

1
+$7.02M
2
+$4.64M
3
+$1.01M
4
MMM icon
3M
MMM
+$798K
5
IBM icon
IBM
IBM
+$784K

Sector Composition

1 Consumer Discretionary 11.79%
2 Technology 11.57%
3 Healthcare 7.96%
4 Financials 7.53%
5 Industrials 6.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.67M 0.51%
21,992
-1,440
52
$3.66M 0.51%
74,935
-3,788
53
$3.54M 0.49%
11
54
$3.31M 0.46%
18,506
-125
55
$3.25M 0.45%
34,161
-537
56
$3.22M 0.45%
13,731
-350
57
$3.19M 0.44%
15,514
+20
58
$3.1M 0.43%
71,464
59
$3.09M 0.43%
32,361
-483
60
$3.09M 0.43%
39,771
-2,356
61
$3.09M 0.43%
58,444
-2,646
62
$3.05M 0.42%
61,496
+2,415
63
$2.93M 0.41%
25,056
-350
64
$2.93M 0.41%
93,006
-11,424
65
$2.74M 0.38%
10,197
+865
66
$2.71M 0.38%
7,433
-127
67
$2.65M 0.37%
49,200
-2,427
68
$2.63M 0.36%
43,563
-214
69
$2.6M 0.36%
32,702
-2,526
70
$2.57M 0.36%
41,764
-1,099
71
$2.54M 0.35%
43,759
-11,859
72
$2.52M 0.35%
53,462
-300
73
$2.44M 0.34%
31,826
-4,255
74
$2.41M 0.33%
24,060
+3,320
75
$2.37M 0.33%
24,499
-459
1 2
3
4 5