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
$634M
AUM Growth
+$32.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
284
New
Increased
Reduced
Closed

Top Buys

1
+$2.2M
2
+$1.38M
3
+$745K
4
AAPL icon
Apple
AAPL
+$702K
5
XLU icon
Utilities Select Sector SPDR Fund
XLU
+$559K

Top Sells

1
+$823K
2
+$798K
3
+$688K
4
USIG icon
iShares Broad USD Investment Grade Corporate Bond ETF
USIG
+$660K
5
GT icon
Goodyear
GT
+$480K

Sector Composition

1 Consumer Discretionary 10.14%
2 Healthcare 8.76%
3 Technology 8.38%
4 Industrials 8.29%
5 Financials 7.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$2.28M 0.36%
19,867
+491
77
$2.2M 0.35%
40,287
-1,500
78
$2.18M 0.34%
33,445
+329
79
$2.16M 0.34%
35,598
80
$2.15M 0.34%
30,689
+2,786
81
$2.14M 0.34%
59,212
82
$2.13M 0.34%
28,710
+350
83
$2.12M 0.33%
32,164
+1,223
84
$2.1M 0.33%
29,344
+1,138
85
$1.98M 0.31%
15,072
+483
86
$1.97M 0.31%
23,529
-1,280
87
$1.96M 0.31%
35,154
+461
88
$1.94M 0.31%
22,055
+1,208
89
$1.92M 0.3%
9,860
+223
90
$1.9M 0.3%
57,728
-12,574
91
$1.89M 0.3%
22,713
+926
92
$1.88M 0.3%
46,585
-1,837
93
$1.87M 0.29%
27,812
+98
94
$1.77M 0.28%
21,800
+500
95
$1.74M 0.28%
31,732
-12,000
96
$1.69M 0.27%
29,540
-170
97
$1.68M 0.26%
19,064
+1,460
98
$1.67M 0.26%
31,858
-1,840
99
$1.62M 0.26%
19,254
100
$1.61M 0.25%
36,103
+707
2 3
4
5 6