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
$918M
AUM Growth
+$438M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
234
New
Increased
Reduced
Closed

Top Buys

1
+$34.6M
2
+$19.9M
3
+$11.5M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$10.2M
5
AAPL icon
Apple
AAPL
+$9.85M

Top Sells

1
+$1.02M
2
+$564K
3
+$529K
4
GAP
The Gap Inc
GAP
+$519K
5
BEN icon
Franklin Resources
BEN
+$501K

Sector Composition

1 Consumer Discretionary 12.24%
2 Healthcare 11.17%
3 Industrials 8.83%
4 Financials 8.32%
5 Technology 8.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$2.42M 0.26%
38,634
+19,488
102
$2.39M 0.26%
18,827
+9,415
103
$2.35M 0.26%
30,158
+15,508
104
$2.33M 0.25%
50,908
+25,018
105
$2.32M 0.25%
25,445
+12,674
106
$2.31M 0.25%
49,873
+4,167
107
$2.28M 0.25%
60,250
+29,983
108
$2.19M 0.24%
19,980
+10,484
109
$2.14M 0.23%
18,226
+9,078
110
$2.13M 0.23%
39,222
+8,761
111
$2.08M 0.23%
+26,358
112
$2.02M 0.22%
12,434
+6,142
113
$1.94M 0.21%
32,798
+1,216
114
$1.94M 0.21%
41,618
+11,234
115
$1.92M 0.21%
24,140
+8,245
116
$1.92M 0.21%
58,696
+41,693
117
$1.69M 0.18%
21,938
+11,369
118
$1.65M 0.18%
31,850
+15,325
119
$1.61M 0.18%
29,200
+7,200
120
$1.61M 0.18%
19,970
+17,212
121
$1.52M 0.17%
26,118
-3,124
122
$1.52M 0.17%
28,916
+8,838
123
$1.51M 0.17%
26,024
-5,187
124
$1.51M 0.16%
21,904
+10,953
125
$1.49M 0.16%
16,852
+7,426
3 4
5
6 7