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
$551M
AUM Growth
+$27.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
212
New
Increased
Reduced
Closed

Top Buys

1
+$3.14M
2
+$1.86M
3
+$1.84M
4
IBM icon
IBM
IBM
+$1.73M
5
AAPL icon
Apple
AAPL
+$1.45M

Top Sells

1
+$1.26M
2
+$926K
3
+$565K
4
USIG icon
iShares Broad USD Investment Grade Corporate Bond ETF
USIG
+$515K
5
GT icon
Goodyear
GT
+$463K

Sector Composition

1 Financials 12%
2 Healthcare 9.83%
3 Technology 9.21%
4 Industrials 9.07%
5 Energy 8.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.28M 0.23%
17,494
+524
102
$1.27M 0.23%
12,828
+4,097
103
$1.27M 0.23%
31,682
-1,981
104
$1.25M 0.23%
85,352
+11,015
105
$1.22M 0.22%
14,776
-777
106
$1.22M 0.22%
18,765
-290
107
$1.2M 0.22%
31,918
108
$1.19M 0.22%
20,301
+11,000
109
$1.17M 0.21%
15,580
+12,175
110
$1.11M 0.2%
26,000
+2,750
111
$1.11M 0.2%
18,840
+4,800
112
$1.1M 0.2%
8,745
+3,650
113
$1.09M 0.2%
20,078
114
$1.08M 0.2%
25,006
+1,450
115
$1.01M 0.18%
8,222
116
$973K 0.18%
18,769
+3
117
$963K 0.17%
38,596
-100
118
$923K 0.17%
10,928
-1,900
119
$915K 0.17%
6,990
+105
120
$881K 0.16%
9,330
+675
121
$880K 0.16%
10,736
-700
122
$875K 0.16%
22,230
+5,992
123
$848K 0.15%
12,696
124
$847K 0.15%
25,000
+400
125
$829K 0.15%
13,476
3 4
5
6 7