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
$586M
AUM Growth
+$4.94M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
276
New
Increased
Reduced
Closed

Top Buys

1
+$1.6M
2
+$1.48M
3
+$1.21M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$741K
5
FTV icon
Fortive
FTV
+$644K

Top Sells

1
+$2.02M
2
+$1.18M
3
+$1.06M
4
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$932K
5
XLF icon
Financial Select Sector SPDR Fund
XLF
+$846K

Sector Composition

1 Consumer Discretionary 9.95%
2 Healthcare 9.34%
3 Industrials 8.27%
4 Technology 7.92%
5 Consumer Staples 7.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$2.13M 0.36%
18,289
77
$2.08M 0.36%
30,360
-567
78
$2.07M 0.35%
22,482
-3,000
79
$2.06M 0.35%
32,610
+21
80
$2.04M 0.35%
13,409
+700
81
$2.03M 0.35%
28,210
+425
82
$2.02M 0.34%
35,598
83
$1.97M 0.34%
27,953
+800
84
$1.96M 0.33%
6,946
-42
85
$1.94M 0.33%
61,544
+569
86
$1.91M 0.33%
23,550
-1,355
87
$1.8M 0.31%
21,162
-10,961
88
$1.78M 0.3%
27,742
+138
89
$1.76M 0.3%
21,808
-292
90
$1.75M 0.3%
20,024
-100
91
$1.72M 0.29%
27,216
-5,369
92
$1.72M 0.29%
36,003
-4,859
93
$1.71M 0.29%
9,812
+85
94
$1.66M 0.28%
37,482
-1,073
95
$1.62M 0.28%
12,863
+55
96
$1.6M 0.27%
40,767
-1,575
97
$1.59M 0.27%
19,804
+375
98
$1.49M 0.26%
13,038
-559
99
$1.49M 0.25%
27,300
-14,000
100
$1.48M 0.25%
58,309
+909
2 3
4
5 6