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
$581M
AUM Growth
+$328M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
262
New
Increased
Reduced
Closed

Top Buys

1
+$26.8M
2
+$9.71M
3
+$8.41M
4
XOM icon
Exxon Mobil
XOM
+$6.83M
5
GVI icon
iShares Intermediate Government/Credit Bond ETF
GVI
+$5.94M

Top Sells

1
+$422K
2
+$312K
3
+$5.04K

Sector Composition

1 Consumer Discretionary 10.32%
2 Healthcare 9.71%
3 Industrials 8.22%
4 Consumer Staples 8.06%
5 Technology 7.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.5M 0.26%
51,596
+33,596
102
$1.48M 0.25%
9,727
+3,812
103
$1.46M 0.25%
+57,400
104
$1.36M 0.23%
25,428
+8,463
105
$1.36M 0.23%
21,400
+15,650
106
$1.35M 0.23%
18,514
+10,255
107
$1.34M 0.23%
46,995
+14,845
108
$1.34M 0.23%
+7,500
109
$1.34M 0.23%
23,874
+13,561
110
$1.33M 0.23%
17,054
+10,394
111
$1.32M 0.23%
14,196
+2,812
112
$1.31M 0.23%
9,291
+3,055
113
$1.31M 0.23%
24,054
+2,590
114
$1.3M 0.22%
+9,416
115
$1.27M 0.22%
11,814
+3,524
116
$1.27M 0.22%
12,153
+4,978
117
$1.26M 0.22%
+15,130
118
$1.25M 0.22%
+28,784
119
$1.24M 0.21%
+24,850
120
$1.2M 0.21%
+20,161
121
$1.18M 0.2%
+17,816
122
$1.18M 0.2%
+38,340
123
$1.18M 0.2%
33,147
+10,447
124
$1.18M 0.2%
13,990
+5,780
125
$1.18M 0.2%
32,286
+13,186
3 4
5
6 7