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
$581M
AUM Growth
+$328M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
262
New
Increased
Reduced
Closed

Top Buys

1
+$26.8M
2
+$9.71M
3
+$8.41M
4
XOM icon
Exxon Mobil
XOM
+$6.83M
5
GVI icon
iShares Intermediate Government/Credit Bond ETF
GVI
+$5.94M

Top Sells

1
+$422K
2
+$312K
3
+$5.04K

Sector Composition

1 Consumer Discretionary 10.32%
2 Healthcare 9.71%
3 Industrials 8.22%
4 Consumer Staples 8.06%
5 Technology 7.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$2.05M 0.35%
24,905
+18,805
77
$2.03M 0.35%
77,257
+30,559
78
$2.02M 0.35%
74,485
+31,322
79
$2.02M 0.35%
32,589
+27,379
80
$2M 0.34%
+35,598
81
$2M 0.34%
+12,709
82
$2M 0.34%
17,115
+7,025
83
$1.99M 0.34%
27,785
+14,501
84
$1.96M 0.34%
68,440
+46,624
85
$1.94M 0.33%
+27,604
86
$1.92M 0.33%
55,380
+19,160
87
$1.9M 0.33%
+6,988
88
$1.89M 0.33%
40,862
+15,698
89
$1.85M 0.32%
27,153
+8,878
90
$1.84M 0.32%
22,100
+17,895
91
$1.82M 0.31%
38,555
+33,706
92
$1.76M 0.3%
12,808
+8,958
93
$1.73M 0.3%
42,342
+10,033
94
$1.71M 0.29%
20,124
+16,302
95
$1.66M 0.29%
30,927
+9,373
96
$1.62M 0.28%
13,597
+8,522
97
$1.6M 0.28%
+21,029
98
$1.54M 0.27%
60,975
+27,150
99
$1.53M 0.26%
33,033
+13,217
100
$1.53M 0.26%
+19,429
2 3
4
5 6