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
$705M
AUM Growth
+$24.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
281
New
Increased
Reduced
Closed

Top Buys

1
+$1.16M
2
+$422K
3
+$342K
4
AMZN icon
Amazon
AMZN
+$333K
5
MGV icon
Vanguard Mega Cap Value ETF
MGV
+$322K

Top Sells

1
+$7.02M
2
+$4.64M
3
+$1.01M
4
MMM icon
3M
MMM
+$798K
5
IBM icon
IBM
IBM
+$784K

Sector Composition

1 Consumer Discretionary 11.79%
2 Technology 11.57%
3 Healthcare 7.96%
4 Financials 7.53%
5 Industrials 6.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$2.37M 0.33%
45,689
+200
77
$2.35M 0.33%
21,325
-1,000
78
$2.35M 0.33%
29,698
+2,169
79
$2.3M 0.32%
42,662
-1,300
80
$2.27M 0.31%
29,068
-1,208
81
$2.15M 0.3%
48,508
-2,400
82
$2.14M 0.3%
5,598
83
$2.13M 0.3%
26,658
-400
84
$2.09M 0.29%
8,727
-575
85
$2.06M 0.29%
46,362
-916
86
$2.06M 0.29%
11,085
-241
87
$2.05M 0.28%
39,604
+1,205
88
$2.05M 0.28%
19,043
89
$1.94M 0.27%
21,320
+910
90
$1.92M 0.27%
27,057
-200
91
$1.91M 0.27%
32,692
-366
92
$1.76M 0.24%
17,489
-7,482
93
$1.75M 0.24%
11,624
+1,460
94
$1.73M 0.24%
13,271
-270
95
$1.69M 0.23%
11,118
96
$1.65M 0.23%
20,174
97
$1.63M 0.23%
22,495
+2
98
$1.63M 0.23%
14,673
99
$1.59M 0.22%
18,414
-594
100
$1.58M 0.22%
14,410
-1,785
2 3
4
5 6