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
$551M
AUM Growth
+$27.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
212
New
Increased
Reduced
Closed

Top Buys

1
+$3.14M
2
+$1.86M
3
+$1.84M
4
IBM icon
IBM
IBM
+$1.73M
5
AAPL icon
Apple
AAPL
+$1.45M

Top Sells

1
+$1.26M
2
+$926K
3
+$565K
4
USIG icon
iShares Broad USD Investment Grade Corporate Bond ETF
USIG
+$515K
5
GT icon
Goodyear
GT
+$463K

Sector Composition

1 Financials 12%
2 Healthcare 9.83%
3 Technology 9.21%
4 Industrials 9.07%
5 Energy 8.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$2.11M 0.38%
28,722
-450
77
$2.1M 0.38%
16,791
-378
78
$2.07M 0.38%
19,399
-3,250
79
$2.01M 0.36%
17,158
-263
80
$1.99M 0.36%
30,197
-149
81
$1.92M 0.35%
16,950
-1,325
82
$1.89M 0.34%
45,561
+2,920
83
$1.86M 0.34%
+32,015
84
$1.84M 0.33%
+91,690
85
$1.61M 0.29%
31,418
+500
86
$1.61M 0.29%
71,980
+21,000
87
$1.56M 0.28%
21,136
+1,295
88
$1.56M 0.28%
30,755
89
$1.51M 0.27%
28,925
+20,900
90
$1.5M 0.27%
18,384
+4,000
91
$1.47M 0.27%
29,494
+10,882
92
$1.47M 0.27%
26,700
93
$1.46M 0.26%
52,965
-5,000
94
$1.45M 0.26%
14,365
-1,300
95
$1.42M 0.26%
12,752
-50
96
$1.39M 0.25%
13,126
-240
97
$1.38M 0.25%
17,369
98
$1.34M 0.24%
27,050
+21,974
99
$1.34M 0.24%
11,941
-1,838
100
$1.33M 0.24%
23,310
+8,000
2 3
4
5 6