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
$515M
AUM Growth
+$7.97M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
222
New
Increased
Reduced
Closed

Top Buys

1
+$3.03M
2
+$2.09M
3
+$1.91M
4
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$1.42M
5
MS icon
Morgan Stanley
MS
+$1.2M

Top Sells

1
+$1.83M
2
+$1.8M
3
+$1.72M
4
DEM icon
WisdomTree Emerging Markets High Dividend Fund
DEM
+$1.05M
5
MMM icon
3M
MMM
+$1.04M

Sector Composition

1 Healthcare 10.8%
2 Consumer Discretionary 10.41%
3 Technology 10.19%
4 Industrials 9.19%
5 Financials 9.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.32M 0.26%
72,300
-5,704
102
$1.27M 0.25%
14,207
+5,747
103
$1.23M 0.24%
13,468
-1,349
104
$1.21M 0.24%
17,600
-600
105
$1.2M 0.23%
+30,980
106
$1.19M 0.23%
10,591
-1,000
107
$1.18M 0.23%
20,350
-6,350
108
$1.17M 0.23%
30,129
-243
109
$1.17M 0.23%
+27,684
110
$1.13M 0.22%
16,292
-1,099
111
$1.12M 0.22%
46,449
-33,496
112
$1.1M 0.21%
10,906
+960
113
$1.1M 0.21%
26,100
-25,019
114
$1.08M 0.21%
38,716
+380
115
$1.08M 0.21%
16,126
-1,000
116
$1.05M 0.2%
20,078
117
$1.03M 0.2%
10,913
+3,538
118
$1.01M 0.2%
6,331
-175
119
$996K 0.19%
18,682
+3
120
$961K 0.19%
14,145
-360
121
$937K 0.18%
10,235
-1,250
122
$901K 0.17%
25,390
+1,990
123
$897K 0.17%
6,927
+27
124
$894K 0.17%
12,376
-200
125
$817K 0.16%
10,315
+2,090
3 4
5
6 7