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
$515M
AUM Growth
+$7.97M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
222
New
Increased
Reduced
Closed

Top Buys

1
+$3.03M
2
+$2.09M
3
+$1.91M
4
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$1.42M
5
MS icon
Morgan Stanley
MS
+$1.2M

Top Sells

1
+$1.83M
2
+$1.8M
3
+$1.72M
4
DEM icon
WisdomTree Emerging Markets High Dividend Fund
DEM
+$1.05M
5
MMM icon
3M
MMM
+$1.04M

Sector Composition

1 Healthcare 10.8%
2 Consumer Discretionary 10.41%
3 Technology 10.19%
4 Industrials 9.19%
5 Financials 9.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$2.12M 0.41%
30,744
-298
77
$2.11M 0.41%
22,521
-364
78
$2.11M 0.41%
39,400
-608
79
$2.1M 0.41%
43,340
+4,875
80
$2.08M 0.4%
49,400
+6,800
81
$2.03M 0.39%
26,770
-13,555
82
$1.83M 0.36%
65,976
-560
83
$1.8M 0.35%
29,717
-200
84
$1.77M 0.34%
42,040
+1,900
85
$1.66M 0.32%
11,711
86
$1.66M 0.32%
30,243
+718
87
$1.64M 0.32%
23,926
+1,650
88
$1.64M 0.32%
15,249
-1,100
89
$1.63M 0.32%
28,850
-590
90
$1.62M 0.31%
17,189
+880
91
$1.59M 0.31%
32,861
+5,305
92
$1.56M 0.3%
31,773
-374
93
$1.54M 0.3%
19,300
+9,000
94
$1.52M 0.3%
18,750
-5,875
95
$1.47M 0.28%
8,442
+4,525
96
$1.46M 0.28%
50,315
-600
97
$1.45M 0.28%
12,516
-640
98
$1.42M 0.28%
18,630
-8,745
99
$1.41M 0.27%
22,300
100
$1.33M 0.26%
7,500
2 3
4
5 6